Private Client Advisor | Wealth Planning & Digital Investing

JP Morgan Chase; Framingham (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase in Framingham, MA, is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build relationships, understand client goals, and coordinate with JPM's partners to deepen client engagement.

The role requires at least 2 years as a Financial Advisor, active Series 7 and Series 66 licenses (or equivalents), and Life/Health/LTC insurance licenses or timely acquisitions.

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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills, with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that supports doing right by clients at every opportunity.
• Educate clients on technology and channels to 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 and where they want.

Skills

Client relationship management

Goals-based planning

Financial services knowledge

Communication skills

Education

Series 7 license

Series 66 license

Life, Health and LTC insurance license

CFP certification

Bachelor's degree (preferred)

Job description

JPMorgan Chase in Framingham, MA, is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will build relationships, understand client goals, and coordinate with JPM's partners to deepen client engagement.

The role requires at least 2 years as a Financial Advisor, active Series 7 and Series 66 licenses (or equivalents), and Life/Health/LTC insurance licenses or timely acquisitions.