Private Client Wealth Advisor

Fairygodboss; Nutley (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and personalized investment advice to individuals and families. You will build long-term client relationships while guiding clients through complex markets.

The role emphasizes integrity, digital literacy, and collaboration with partners across the firm to deliver tailored solutions and an exceptional investor experience.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnerships.
• Strong goals-based planning and financial advice skills.
• Active Series 7 license required.
• Active Series 66 license (63/65) required or obtained within 60 days of start.
• Active Life, Health and Long-Term Care license required or obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver investment solutions to clients.
• Provide comprehensive financial planning and investment advice.
• Maintain client relationships and collaborate with partners.
• Demonstrate knowledge of markets and sound business judgment.
• Educate clients on digital tools to monitor and manage investments.
• Uphold integrity and put clients' interests first.
• Support diversity and inclusion within the team.

Skills

Financial advising

Client acquisition

Relationship management

Goals-based planning

Regulatory compliance

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and personalized investment advice to individuals and families. You will build long-term client relationships while guiding clients through complex markets.

The role emphasizes integrity, digital literacy, and collaboration with partners across the firm to deliver tailored solutions and an exceptional investor experience.