Private Client Advisor - Wealth & Relationship Builder

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will help clients build wealth, provide advised solutions, and cultivate strong referrals by leveraging deep market knowledge and partner networks. You will work with a broad range of clients, from new savers to high-net-worth individuals, offering a holistic approach to financial coaching and digital tools to

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• 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 holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank when/where they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Regulatory compliance

Financial industry knowledge

Education

Bachelor's degree

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice for individuals and families.

You will help clients build wealth, provide advised solutions, and cultivate strong referrals by leveraging deep market knowledge and partner networks. You will work with a broad range of clients, from new savers to high-net-worth individuals, offering a holistic approach to financial coaching and digital tools to