Private Client Advisor: Wealth Planning & Digital

Next Frontier Capital; Framingham (MA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Bonuses/commissions

Tuition reimbursement

On-site wellness

Job summary

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

You will build deep client relationships and offer investment solutions aligned with each client’s goals, while collaborating with partners to deliver holistic financial guidance. The role emphasizes integrity, strong knowledge of markets, and the ability to educate clients about digital tools and channels to monitor and manage their

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Series 7

Series 66

Life license

Health license

Client acquisition

Relationship management

Financial planning

Compliance awareness

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 advice to individuals and families.

You will build deep client relationships and offer investment solutions aligned with each client’s goals, while collaborating with partners to deliver holistic financial guidance. The role emphasizes integrity, strong knowledge of markets, and the ability to educate clients about digital tools and channels to monitor and manage their