Private Client Wealth Advisor

JPMorgan Chase Bank, N.A.

West Windsor (NJ)

On-site

USD 40,000 - 55,000

Full time

14 days+

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Benefits offered by this job

Total rewards package

Health benefits

Retirement savings plan

Job summary

JPMorgan Chase in West Windsor, NJ is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and tailored investment advice to individuals and families, building trust and delivering an exceptional investor experience.

The role requires a Series 7 and Series 66, Life/Health/LTC licenses, strong relationship skills, and a commitment to fiduciary client service.

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 collaborating with partners.
Commitment to goals-based planning and advice.
A valid Series 7 license and Series 66 (63/65) or ability to obtain within 60 days.
A valid Life, Health and Long Term Care Insurance license or ability to obtain within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients.
Provide comprehensive financial planning and advice to individuals and families.
Foster relationships with clients and key partners to deepen engagement.
Demonstrate understanding of financial markets and sound judgement.
Educate clients on digital tools to monitor and manage investments.
Offer holistic financial coaching beyond investments.