Private Client Advisor — Wealth & Digital Solutions

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families, helping them meet financial goals.

The role emphasizes relationship-building, collaboration with partners, and a commitment to integrity, with licensing requirements and a focus on goals-based planning and digital client experiences.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity

Skills

Client acquisition

Relationship management

Goals-based planning

Integrity

Digital literacy

Education

CFP certification

Bachelor's degree

Series 7 license

Series 66 license

Life/Health/LTC license

Tools

Series 7

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families, helping them meet financial goals.

The role emphasizes relationship-building, collaboration with partners, and a commitment to integrity, with licensing requirements and a focus on goals-based planning and digital client experiences.