Private Client Wealth Advisor — Digital-First Planning

Fairygodboss; Marlboro (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, leverage leadership and referrals, and deliver customized investment solutions.

This role emphasizes sophisticated servicing, a deep understanding of markets, and a commitment to integrity and client satisfaction across digital channels.

Qualifications

• Minimum 2 years in a Financial Advisor role or similar experience.
• Demonstrated success in client acquisition and managing relationships.
• Licenses required or to be obtained within 60 days of starting.

Responsibilities

• Champion teammates' success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of clients' needs and financial coaching.
• Embrace digital tools to enable clients to bank how they want.

Skills

Client relationships

Business development

Financial planning

Communication

Education

Series 7 license

Series 66 license (63/65)

Life/Health/Long Term Care license

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, leverage leadership and referrals, and deliver customized investment solutions.

This role emphasizes sophisticated servicing, a deep understanding of markets, and a commitment to integrity and client satisfaction across digital channels.