Private Client Advisor: Wealth & Relationship Builder

JPMorgan Chase & Co.; Montclair (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build relationships, manage a client book, and leverage digital channels to enhance the investor experience. The role requires 2+ years as a Financial Advisor, active Series 7 and Series 66 or to be obtained within 60 days, plus Life/Health/LTC licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses active or to be obtained within 60 days of starting.
• Life, Health and Long-Term Care license active or to be obtained within 60 days of starting.

Responsibilities

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

Skills

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Client acquisition

Relationship management

Goals-based planning

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build relationships, manage a client book, and leverage digital channels to enhance the investor experience. The role requires 2+ years as a Financial Advisor, active Series 7 and Series 66 or to be obtained within 60 days, plus Life/Health/LTC licenses.