Private Client Advisor, Wealth Management – NJ

JPMorganChase; Edison (NJ); On-site; USD 100,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, connect clients with tailored investment solutions, and collaborate with Chase partners to deepen client relationships.

You will leverage knowledge of financial markets, maintain the highest ethical standards, and educate clients on digital tools to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship-building with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtain within 60 days of start.
• Active Life/Health/LTC license or obtain within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions via leadership and relationships.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Uphold integrity and act in clients' best interests at all times.
• Educate clients on digital tools and channels to monitor investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients invest when and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Digital literacy

Education

CFP certification

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, connect clients with tailored investment solutions, and collaborate with Chase partners to deepen client relationships.

You will leverage knowledge of financial markets, maintain the highest ethical standards, and educate clients on digital tools to monitor and manage their investments.