Private Client Wealth Advisor — Holistic Planning

Fairygodboss; West Windsor (NJ); On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice, building lasting relationships with individuals and families.

You will deliver tailored investment solutions, use digital channels, and partner referrals to deepen client engagement across wealth management. The role emphasizes integrity, fiduciary responsibility, and ongoing client education about market trends and available technology, with a focus on holistic wealth

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 integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Relationship-building

Financial planning

Investment knowledge

Client acquisition

Communication

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and investment advice, building lasting relationships with individuals and families.

You will deliver tailored investment solutions, use digital channels, and partner referrals to deepen client engagement across wealth management. The role emphasizes integrity, fiduciary responsibility, and ongoing client education about market trends and available technology, with a focus on holistic wealth