Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.

West Windsor (NJ)

On-site

USD 100,000 - 150,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment advice to individuals and families.

You will build a book of business, deepen client relationships, and collaborate with partners to deliver advised solutions, while maintaining the highest integrity and commitment to client service. You will be a key face of the brand, guiding clients through wealth management journeys and embracing

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in client acquisition and relationship management.
Goals-based planning and advice experience expected.
Valid Series 7 license required, Series 66 within 60 days.
Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Represent the brand and interact with clients to offer best investment solutions.
Demonstrate understanding of financial markets and sound business judgment.
Provide holistic financial coaching beyond investments.
Embrace digital innovations to help clients monitor and manage investments.