Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase; Edison (NJ); On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase seeks a Private Client Advisor in Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families. The role emphasizes relationship management, integration with partners, and educating clients on digital channels to monitor and manage investments.

The ideal candidate will have at least 2 years in a financial advisory role, active securities licenses (Series 7, Series 66), and a life/health/LTC license or the ability

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.
• A valid and active Series 7 license and Series 66 (63/65) or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investor experience to clients.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on digital tools and channels to monitor investments.
• Collaborate with bank partners to deepen client relationships.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial judgment

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC Insurance license

Job description

JPMorgan Chase seeks a Private Client Advisor in Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families. The role emphasizes relationship management, integration with partners, and educating clients on digital channels to monitor and manage investments.

The ideal candidate will have at least 2 years in a financial advisory role, active securities licenses (Series 7, Series 66), and a life/health/LTC license or the ability