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Associate Solution Advisor Jobs in Pennsylvania (NOW HIRING)

Keybank

Assoc. Private Client Advisor

Dresher, PA · On-site

$62K/yr

... Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our ... Develop a complete understanding of Key Investment Services solutions to support cross-selling ...

Vista Wealth Solutions

Financial Advisor

Horsham, PA · On-site

$220K/yr

At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a ... clients, partners, associates, and the community. Our mission is to create extraordinary ...

Envestnet

Client Service Associate - Advisor

Berwyn, PA · Hybrid

$48K - $60K/yr

... solutions. With a shared commitment to service excellence, compliance, and continuous learning, the team plays a critical role in driving advisor satisfaction and long-term client success. How  You ...

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Associate Solution Advisor information

What is an associate solution advisor?

An Associate Solution Advisor is an entry- to mid-level professional who works with clients to understand their business challenges and recommend suitable technology or process solutions. They typically assist in analyzing client needs, designing tailored strategies, and supporting the implementation of solutions. This role often requires strong communication, analytical, and problem-solving skills, and it is common in consulting and technology firms. Associate Solution Advisors frequently collaborate with both clients and internal teams to ensure successful project delivery.

What are the key skills and qualifications needed to thrive as an associate solution advisor?

To thrive as an Associate Solution Advisor, you need a solid understanding of business processes, analytical problem-solving abilities, and a relevant degree in business, IT, or a related field. Familiarity with CRM and ERP systems, data analysis tools, and potentially certifications like Salesforce or SAP are valuable. Strong communication, client management, and teamwork skills help you build trust and effectively address client needs. These competencies are crucial for delivering tailored solutions, driving client satisfaction, and supporting business growth.

How does an associate solution advisor typically collaborate with other departments within an organization?

As an Associate Solution Advisor, you will regularly collaborate with teams such as sales, technical consulting, and product management to deliver tailored solutions to clients. This role requires effective communication to understand client needs, align proposed solutions with business goals, and coordinate implementation efforts. Often, you will participate in meetings, provide input on solution design, and support sales teams with technical expertise. Building strong relationships across departments is essential to ensure seamless project delivery and client satisfaction.

What is the difference between Associate Solution Advisor vs Customer Support Specialist?

AspectAssociate Solution AdvisorCustomer Support Specialist
Required CredentialsBachelor's degree often preferred; technical knowledge beneficialHigh school diploma or equivalent; technical skills vary
Work EnvironmentCollaborative, client-facing, solution-orientedSupport center, call center, or online support
Employer & Industry UsageTech, software, consulting firmsIT services, telecom, retail
Common Search & ComparisonFocuses on solution selling and advisingFocuses on troubleshooting and issue resolution

The Associate Solution Advisor typically engages in advising clients on solutions, requiring technical knowledge and a consultative approach. In contrast, a Customer Support Specialist primarily handles troubleshooting and resolving customer issues. While both roles involve client interaction, the Associate Solution Advisor emphasizes proactive solution recommendations, whereas the Customer Support Specialist focuses on reactive support. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What cities in Pennsylvania are hiring for Associate Solution Advisor jobs?

Cities in Pennsylvania with the most Associate Solution Advisor job openings:

Associate Solution Advisor jobs near you

J.P. Morgan Advisors - Wealth Advisor Development Associate - Philadelphia, PA

JPMorgan Chase & Co

Philadelphia, PA

Full-time

Medical, Retirement

Re-posted 26 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 496 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Are you looking to be the next ultra-high net financial advisor? Check out our Wealth Advisor Development Associate program.

Posting Description

When you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and entrepreneurial mindset in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team.

As a Wealth Advisor Development Associate you will pursue your desired career in the financial advisor industry while cultivating long lasting relationships. With motivation driven by personal success you will be challenging yourself in a tailored training program that includes specialized coaching and one-on-one mentorship designed to help you gain the foundational skillset and product knowledge needed to evolve into becoming a successful Wealth Advisor.  

Job responsibilities

  • Build and maintain a successful book of business upon gaining licensing

  • Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more

  • Build trust with clients and effectively manage relationships

  • Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience

  • Understands and adheres to our risk management processes, policies and tools

Required qualifications, capabilities, and skills:

  • Series 7, 66 and SIE licenses required within 120 days from start
  • Proven ability to be a self-starter and work independently in a high-pressure environment
  • Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
  • Ability to communicate effectively with clients and provide financial solutions
  • Bachelor's degree or equivalent experience preferred 
  • 3 - 5  plus years of financial services experience preferred

Preferred qualifications, capabilities, and skills:

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

Our 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.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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