Private Wealth Advisor

JPMorgan Chase & Co.; Wayland (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will deliver advised solutions, leverage partner referrals, and deepen client relationships through a holistic, digital-enabled approach. You will support clients across wealth ranges, educate them on available technology channels, and uphold high standards of integrity while coordinating with

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition, cultivating and maintaining client relationships.
• Demonstrated ability to provide goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (63/65) or obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with leadership and relationship skills.
• Rely on relationship-building to maintain client relationships; focus on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound judgment.
• Maintain integrity and act in the best interest of clients.
• Educate clients on technology and channels to monitor, maintain, and handle investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor for Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will deliver advised solutions, leverage partner referrals, and deepen client relationships through a holistic, digital-enabled approach. You will support clients across wealth ranges, educate them on available technology channels, and uphold high standards of integrity while coordinating with