Private Client Wealth Advisor

Fairygodboss; Framingham (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

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

You will support a wide range of clients, from new savers to high-net-worth families, delivering advised solutions and referrals to deepen client relationships. You will build a book of business, demonstrate knowledge of markets, and maintain client trust through integrity and exceptional service.

Qualifications

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

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank how they want

Skills

Client relationships

Business development

Goals-based planning

Financial planning

Series 7

Series 66

Life/Health/LTC license

Education

CFP certification

Bachelor's degree

Job description

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

You will support a wide range of clients, from new savers to high-net-worth families, delivering advised solutions and referrals to deepen client relationships. You will build a book of business, demonstrate knowledge of markets, and maintain client trust through integrity and exceptional service.