Private Client Advisor: Wealth Solutions & Digital Tools

JPMorganChase; Mullica Hill (NJ); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, partner with specialists, stay current on markets, and educate clients on digital tools to monitor their investments.

This role emphasizes integrity, client service, and a proactive approach to helping clients achieve their financial goals.

Qualifications

• Minimum of 2 years in a financial advisory role or equivalent experience.
• Proven success in acquiring and maintaining clients and working with partners.
• Commitment to goals-based planning and advice.
• Active FINRA licenses required or obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and act in the best interests of clients.
• Educate clients on technology and channels to monitor investments.
• Offer holistic client coaching beyond investments and leverage Chase referrals.

Skills

Client acquisition

Relationship management

Goals-based planning

Investment advisory

Communication skills

Education

Bachelor's degree preferred

Series 7

Series 66 (63/65) license

Life, Health and Long Term Care Insurance 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 to individuals and families. You will build relationships, partner with specialists, stay current on markets, and educate clients on digital tools to monitor their investments.

This role emphasizes integrity, client service, and a proactive approach to helping clients achieve their financial goals.