Private Client Advisor - Holistic Wealth Solutions

Testing Site - JPMC; Marlborough (MA); On-site; USD 43,000 - 52,000; Full time

Job summary

J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build a book of business, rely on relationship-building, and offer advised solutions and referrals to deepen client relationships.

The role emphasizes a strong client experience, knowledge of financial markets, and a commitment to integrity, with opportunities for growth within Chase Wealth Management.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license required; Series 66 (63/65) within 60 days.
• Active Life, Health and Long Term Care license required or within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investment guidance.
• Foster client relationships and loyalty through proactive capital coaching.
• Educate clients on digital tools and channels to monitor investments.
• Collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship building

Goals-based planning

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build a book of business, rely on relationship-building, and offer advised solutions and referrals to deepen client relationships.

The role emphasizes a strong client experience, knowledge of financial markets, and a commitment to integrity, with opportunities for growth within Chase Wealth Management.