Private Client Wealth Advisor | Growth & Planning

JPMorgan Chase & Co.; Marlborough (MA); On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Comprehensive health coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm is seeking a Private Client Advisor in Marlborough, MA. This role involves providing personalized financial planning and investment solutions to a diverse range of clients. Candidates should have at least 2 years of financial advisory experience, along with the necessary financial licenses. The company fosters an inclusive workforce and provides comprehensive benefits. This position aims to deepen client relationships and enhance their investment experiences.

Qualifications

• A minimum of 2 years in a Financial Advisor role or equivalent experience.
• Proven track record in client relationship building and goal-oriented planning.
• Active Series 7, Series 66, and Insurance licenses required within 60 days.

Responsibilities

• Provide personalized investment solutions and financial advice to clients.
• Support teammates and foster an inclusive work environment.
• Educate clients on digital tools and investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Knowledge of financial markets

Education

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Marlborough, MA. This role involves providing personalized financial planning and investment solutions to a diverse range of clients. Candidates should have at least 2 years of financial advisory experience, along with the necessary financial licenses. The company fosters an inclusive workforce and provides comprehensive benefits. This position aims to deepen client relationships and enhance their investment experiences.