Private Client Wealth Advisor

JPMorganChase; Parsippany-Troy Hills (NJ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Backup childcare

Mental health support

Job summary

JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least 2 years in a financial advisory role and possess a valid Series 7 and Series 66 licenses. A bachelor's degree and CFP certification are preferred. This role offers a competitive total rewards package, emphasizing diversity and inclusion. Join a team committed to helping clients achieve their financial goals and supporting your professional growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates’ success and the bank's goals.
• Build a book of business and deliver personalized investment solutions.
• Provide financial coaching beyond investments.

Skills

Client Acquisition

Relationship Management

Financial Planning

Integrity

Education

Bachelor's degree

Certified Financial Planning (CFP)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least 2 years in a financial advisory role and possess a valid Series 7 and Series 66 licenses. A bachelor's degree and CFP certification are preferred. This role offers a competitive total rewards package, emphasizing diversity and inclusion. Join a team committed to helping clients achieve their financial goals and supporting your professional growth.