Private Client Advisor - Wealth Growth & Digital Guidance

Fairygodboss; West Windsor (NJ); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive total rewards

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, educate clients, and leverage digital tools to enhance the investor experience. You will need a strong track record in client acquisition, fiduciary advisory skills, and active Series 7/66 licenses, plus Life/Health/LTC licenses or equivalents within 60 days.

Qualifications

• At least 2 years in a Financial Advisor role or financial services experience.
• Proven ability to acquire and grow client relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or to be obtained within 60 days.
• Active Life, Health and Long Term Care insurance licenses or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advisory services.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and act with clients' best interests in mind.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank digitally.

Skills

Financial advisory

Client acquisition

Goal-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, educate clients, and leverage digital tools to enhance the investor experience. You will need a strong track record in client acquisition, fiduciary advisory skills, and active Series 7/66 licenses, plus Life/Health/LTC licenses or equivalents within 60 days.