Private Client Advisor – Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Nutley (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build lasting client relationships, leverage partnerships, and provide guidance across a broad range of wealth management needs. The role emphasizes client-centric service, integrity, and ongoing education about digital tools to monitor and manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients, and partnering with key partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisor services to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and fiduciary standards in client interactions.
• Educate clients on technology and channels to monitor investments.
• Offer a holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory experience

Communication skills

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families.

You will build lasting client relationships, leverage partnerships, and provide guidance across a broad range of wealth management needs. The role emphasizes client-centric service, integrity, and ongoing education about digital tools to monitor and manage investments.