Private Client Advisor – Wealth Planning & Digital Solutions

JPMorgan Chase; Montclair (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase invites applications for a Private Client Advisor in Chase Wealth Management.

You will offer comprehensive financial planning and investment advice to individuals and families, building lasting client relationships across a broad range of solutions. You will demonstrate strong knowledge of markets, integrity, and commitment to diversity, while helping clients monitor and adjust their portfolios using digital tools and advice channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required; Series 66 (63/65) must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required or obtained within 60 days.
• Strong client relationships and goals-based planning abilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationships and partner referrals.
• Provide holistic financial planning and investment advice for individuals and families.
• Demonstrate understanding of markets and sound business judgement.
• Promote digital tools to monitor and manage investments for clients.
• Uphold integrity and do right by clients in all engagements.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase invites applications for a Private Client Advisor in Chase Wealth Management.

You will offer comprehensive financial planning and investment advice to individuals and families, building lasting client relationships across a broad range of solutions. You will demonstrate strong knowledge of markets, integrity, and commitment to diversity, while helping clients monitor and adjust their portfolios using digital tools and advice channels.