J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA

Testing Site - JPMC; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Advisors in Boston, MA is seeking a Wealth Advisor Development Associate to join a structured training program that builds foundational skills and product knowledge for a career in wealth advising. You will complete licensing, build a client-focused book, and participate in coaching and mentorship within a collaborative team.

The position offers a clear path to becoming a Wealth Advisor, with exposure to a broad range of financial products within a leading financial services firm.

Qualifications

• 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 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+ years of financial services experience preferred.

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.

Skills

Self-starter

Independent work

Client communications

Risk awareness

Financial solutioning

Education

Bachelor's degree or equivalent experience

Job description

J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA

Job Information

• Job Identification 210698071
• Job Category Relationship Manager
• Business Unit Asset & Wealth Management
• Posting Date 01/14/2026, 05:34 PM
• Locations 50 Rowes Wharf, Boston, MA, 02110, US
• Job Schedule Full time
• Job Shift Day

About Us

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

Job 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

Requiredqualifications, 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 experiencepreferred
• 3 – 5 plus years of financial services experience preferred

Preferred qualifications, capabilities, and skills:

About the Team

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.