Private Client Advisor – Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Mullica Hill (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build trusted relationships, guide clients through markets with integrity, and collaborate with partners to provide an exceptional investor experience while embracing digital tools.

Licensing requirements include Series 7 and Series 66 (63/65) with timely ownership.

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.

Responsibilities

• Provide comprehensive financial planning and investment advice to individuals and families.
• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold high standards of integrity and client-first service.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity

Financial coaching

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in New Jersey seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families.

You will build trusted relationships, guide clients through markets with integrity, and collaborate with partners to provide an exceptional investor experience while embracing digital tools.

Licensing requirements include Series 7 and Series 66 (63/65) with timely ownership.