Private Client Advisor — Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; West Windsor (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

Your expertise will support a broad client base, from savers to high-net-worth families, providing an exceptional investor experience and partnering with Chase referrals to deepen relationships. You will build a trusted advisory book, stay current on markets, and promote digital tools that help clients monitor

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation and maintaining client relationships, and integration with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses, or must be obtained within 60 days of starting.
• Life, Health and Long Term Care insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and focus on client-centric service.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital tools to enable clients to bank and invest wherever and whenever they prefer.

Skills

Relationship building

Financial advisory

Goals-based planning

Client acquisition

Education

Bachelor's degree

Tools

FINRA Series 7

FINRA Series 66

Life/Health/ LTC license

Job description

J.P. Morgan Chase in Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

Your expertise will support a broad client base, from savers to high-net-worth families, providing an exceptional investor experience and partnering with Chase referrals to deepen relationships. You will build a trusted advisory book, stay current on markets, and promote digital tools that help clients monitor