Private Client Advisor - Wealth Solutions (Boston/Metro)

JPMorgan Chase; Boston (MA); On-site; USD 43,000 - 52,000; Full time

Job summary

JPMorgan Chase in Boston is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will help clients grow through strong relationships, leveraging a broad product platform and digital tools.

The role emphasizes client education, digital engagement, and a holistic view of financial needs, with a focus on delivering exceptional service and a differentiated investor experience.

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.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree

Job description

JPMorgan Chase in Boston is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will help clients grow through strong relationships, leveraging a broad product platform and digital tools.

The role emphasizes client education, digital engagement, and a holistic view of financial needs, with a focus on delivering exceptional service and a differentiated investor experience.