Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase & Co.; Edison (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New Jersey seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families, from saving beginners to wealthy clients.

You will grow your book of business, provide advisory solutions, support goals-based planning, and leverage digital platforms to help clients monitor and manage their investments while maintaining the highest standards of integrity.

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.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity in all client interactions and prioritize client interests.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment advisory

Regulatory compliance

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

JPMorgan Chase & Co. in New Jersey seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance to individuals and families, from saving beginners to wealthy clients.

You will grow your book of business, provide advisory solutions, support goals-based planning, and leverage digital platforms to help clients monitor and manage their investments while maintaining the highest standards of integrity.