Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Concord (MA); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Incentive compensation

Comprehensive health coverage

Retirement savings plan

Education reimbursement

Job summary

J.P. Morgan Chase in Concord, MA is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized solutions, and leverage digital tools to help clients monitor and manage their investments. A strong commitment to integrity and client service is essential.

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

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Champion and support your teammates’ success and the goals of the bank.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

2+ years financial advisor experience

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification preferred

Job description

J.P. Morgan Chase in Concord, MA is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver personalized solutions, and leverage digital tools to help clients monitor and manage their investments. A strong commitment to integrity and client service is essential.