Private Client Advisor – Wealth Planning & Digital Solutions

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

Job summary

J.P. Morgan Chase in Framingham, MA is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, building deep client relationships and delivering customized investment solutions. You will collaborate with partners to deepen client connections and offer guidance across wealth management needs.

The role emphasizes understanding financial markets, integrity, and education on digital channels and tools to monitor and manage investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Support client relationships and Chase partner referrals to deepen client connections.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels available to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients be digitally confident and bank where, when, and how they want.

Skills

Client relationships

Goals-based planning

Financial markets understanding

Digital literacy

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in Framingham, MA is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families, building deep client relationships and delivering customized investment solutions. You will collaborate with partners to deepen client connections and offer guidance across wealth management needs.

The role emphasizes understanding financial markets, integrity, and education on digital channels and tools to monitor and manage investments.