Private Client Advisor — Wealth Planning & Digital Solutions

JPMorgan Chase & Co.

Wallington (NJ)

On-site

USD 85,000 - 130,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in New Jersey is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering an exceptional investor experience.

You will leverage a broad investment platform and digital tools to present advised solutions, deepen client relationships, and help clients monitor and manage their investments to reach their financial goals.

Qualifications

Minimum two years in a Financial Advisor role or equivalent financial services experience.
Demonstrated success in acquiring clients and maintaining relationships with key partners.
Commitment to goals-based planning and providing informed financial advice.

Responsibilities

Champion and support teammates’ success and the bank’s diversity goals.
Build a client book and deliver personalized investment solutions with a focus on relationship management.
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 and manage investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital tools to help clients become more digitally confident.