Private Client Advisor — Boston Wealth & Relationships

Testing Site - JPMC; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor in the Boston metro area to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes high standards of integrity, client service, and use of digital tools to empower clients in monitoring and managing their investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining client relationships and partnering with others.
• Ability to deliver goals-based financial planning and advice.
• Active Series 7 license required; Series 66 needed or obtained within 60 days.
• Active Life, Health and Long Term Care insurance licenses required or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building.
• Offer comprehensive financial planning and investment advice to individuals and families.
• Provide an exceptional investor experience with advised solutions and referrals.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on digital tools and channels to monitor and manage investments.
• Maintain integrity and client-focused service, fostering trust and growth.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial decision making

Strong communication

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor in the Boston metro area to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build client relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes high standards of integrity, client service, and use of digital tools to empower clients in monitoring and managing their investments.