Private Client Advisor: Grow Relationships & Invest Smarter

JPMorganChase; Boston (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase's Wealth Management team in Boston is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business through relationships, deliver advised solutions, and collaborate with partners to meet clients’ long-term goals.

Required: Series 7 and 66, Life/Health/LTC licenses (or obtain within 60 days). Preferred: CFP certification and a Bachelor's degree.

Qualifications

• Experience delivering financial planning and investment advice.
• Strong client acquisition and relationship-building skills.
• Commitment to goals-based planning and client service.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investor education.
• Collaborate with partners to deepen client relationships and referrals.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and serve client needs with digital tools.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial planning

Investment knowledge

Communication

Education

Bachelor's degree

CFP Certification

Job description

J.P. Morgan Chase's Wealth Management team in Boston is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business through relationships, deliver advised solutions, and collaborate with partners to meet clients’ long-term goals.

Required: Series 7 and 66, Life/Health/LTC licenses (or obtain within 60 days). Preferred: CFP certification and a Bachelor's degree.