Private Client Advisor - Wealth Growth & Planning

JPMorganChase; Boston (MA); On-site; USD 42,768 - 52,272; Full time

Job summary

A leading financial services firm in Boston seeks a full-time Private Client Advisor to build client relationships and deliver personalized investment solutions. Candidates should have at least 2 years of financial advising experience and relevant licenses, including Series 7 and 66. The role emphasizes a holistic approach to financial planning and client education, ensuring a strong commitment to service and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• A valid Series 7 license is required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing their investments.
• Provide comprehensive financial coaching beyond investments.

Skills

Client acquisition

Financial advising

Relationship management

Investment solutions

Financial planning

Education

Bachelor’s degree

CFP® certification

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

A leading financial services firm in Boston seeks a full-time Private Client Advisor to build client relationships and deliver personalized investment solutions. Candidates should have at least 2 years of financial advising experience and relevant licenses, including Series 7 and 66. The role emphasizes a holistic approach to financial planning and client education, ensuring a strong commitment to service and inclusion.