Private Client Advisor Jobs in Pennsylvania
Private Client Advisor jobs in Pennsylvania are consistently active, with demand concentrated in wealth management, private banking, and family office services, and openings at every level from associate advisor through senior relationship manager. Philadelphia, Pittsburgh, and the Main Line suburbs anchor most of the hiring, where established names like Vanguard, PNC Financial Services, and Lincoln Financial Group maintain significant private client operations. The most in-demand specialties in Pennsylvania are high-net-worth portfolio management, trust and estate planning, and ultra-affluent client relationship management. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 13 Private Client Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Pennsylvania
Where Pennsylvania roles are concentrated, by current openings.
Private Client Advisor Job Market in Pennsylvania
A snapshot from current Pennsylvania openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
- Insurance
What Pennsylvania Employers Look For
The qualifications that appear most often in private client advisor jobs across Pennsylvania.
- Active FINRA Series 65 or Series 66 license required or eligible to obtain in Pennsylvania
- Bachelor's degree in finance, economics, business, or a closely related field
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- CFP, CFA, or CIMA designation strongly preferred by Pennsylvania wealth management firms
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong business development skills with an existing book of business an advantage
Private Client Advisor Jobs in Pennsylvania: Frequently Asked Questions
How do you become a private client advisor in Pennsylvania?
Becoming a private client advisor in Pennsylvania typically requires a bachelor's degree in finance, business, or economics, followed by passing FINRA licensing exams, most commonly the Series 65 or Series 66, which are administered through FINRA and overseen at the state level by the Pennsylvania Department of Banking and Securities. Many advisors enter through associate or financial planning analyst roles at regional banks or wealth management firms, then build toward full advisory responsibilities while pursuing the CFP designation.
How much do private client advisors make in Pennsylvania?
Private client advisors in Pennsylvania earn a median of about $105,200 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $59,960 for the lowest 10% to over $392,900 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Pennsylvania?
Employers hiring private client advisors in Pennsylvania right now include JPMorganChase, KeyBank, and Marsh McLennan Agency, based on current listings on Migrate Mate as of November 2026. Pennsylvania's deep concentration of financial services firms, insurance companies, and regional banks means hiring is consistent across both large institutions and independent wealth management practices throughout the state.
Which Pennsylvania cities have the most private client advisor jobs?
The Pennsylvania cities with the most private client advisor openings are Pittsburgh, Philadelphia, and Dresher. Philadelphia dominates due to its dense cluster of asset managers, private banks, and family offices, while Pittsburgh draws significant hiring from PNC Financial Services and regional wealth management firms, and suburban markets along the Main Line and in Bucks County reflect high concentrations of affluent clientele that support independent and boutique advisory practices.
Are there remote private client advisor jobs in Pennsylvania?
Yes, but they're less common than in purely desk-based roles, since private client advising relies heavily on in-person relationship building with high-net-worth clients. About 29% of private client advisor openings tied to Pennsylvania are remote or hybrid as of November 2026, and the positions most likely to carry flexibility are those focused on financial planning analysis, investment research, or portfolio review rather than direct client acquisition and retention.
How can I get hired as a private client advisor in Pennsylvania with little or no experience?
The most realistic entry path is through a financial analyst, client associate, or relationship banker role at a Pennsylvania institution like PNC Financial Services, Vanguard, or a regional trust company, where you work alongside senior advisors while completing your FINRA licensing. Firms in the Philadelphia and Pittsburgh markets regularly onboard candidates into structured associate advisor or wealth management trainee programs. Earning your Series 65 or Series 66 before applying, or enrolling in a CFP education program, gives you a measurable edge when competing against other early-career candidates.
Where can I find and apply to private client advisor jobs in Pennsylvania?
You can find and apply to private client advisor jobs in Pennsylvania on Migrate Mate, which lists current Pennsylvania openings from employers across the state. Search the listings for roles that match your experience level and location, then apply directly to the ones that fit.
See All 13 Private Client Advisor Jobs in Pennsylvania
Find roles in Pennsylvania that match your experience and apply in just a few clicks.
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