Private Client Advisor - Wealth Planning & Digital Solutions

Aumni; Edison (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build a trusted relationship, offer advised solutions, and partner referrals to deepen client engagement.

The role emphasizes integrity, client education, and a holistic approach to financial coaching, with opportunities to leverage digital tools to enhance the client experience.

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 license.
• A valid and active Series 66 (63/65) license within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident.

Skills

Financial advisor experience

Client acquisition

Relationship building

Series 7

Series 66

Life/ LTC license

Education

Bachelor’s degree (preferred)

Tools

Series 7

Series 66

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build a trusted relationship, offer advised solutions, and partner referrals to deepen client engagement.

The role emphasizes integrity, client education, and a holistic approach to financial coaching, with opportunities to leverage digital tools to enhance the client experience.