Private Client Advisor – Wealth & Digital Solutions

Testing Site - JPMC; Boston (MA); On-site; USD 90,000 - 135,000; Full time

Job summary

J.P. Morgan Wealth Management in Boston, MA seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build enduring client relationships, work with Chase partners, and provide tailored solutions that meet clients' evolving needs. The role requires active securities licenses (Series 7 and 66) or the ability to obtain them within 60 days, with CFP certification preferred; you will operate in a dynamic, client-centric

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Goals-based planning and advice with integrity.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Foster client relationships and collaborate with key partners.
• Demonstrate deep understanding of financial markets and sound judgement.
• Educate clients on digital tools to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital innovations to enhance client experience.

Skills

Financial advising

Client relationships

Regulatory licenses

Licenses management

Job description

J.P. Morgan Wealth Management in Boston, MA seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build enduring client relationships, work with Chase partners, and provide tailored solutions that meet clients' evolving needs. The role requires active securities licenses (Series 7 and 66) or the ability to obtain them within 60 days, with CFP certification preferred; you will operate in a dynamic, client-centric