Private Wealth Advisor

JPMorganChase; Wayland (MA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Massachusetts.

This role focuses on delivering comprehensive financial planning and investment strategies to individuals and families, leveraging a broad product suite and digital platforms to enhance the client experience. The position emphasizes relationship building, adherence to regulatory requirements, and collaboration with partners to expand the client base while maintaining the highest standards of

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning beyond investments.
• Promote digital tools and channels to help clients monitor and manage investments.
• Partner with referrals and relations to deepen client relationships.
• Demonstrate understanding of financial markets and sound business judgment.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets knowledge

Education

Series 7 license

Series 66 license (or 63/65)

Life, Health and Long Term Care Insurance license

CFP certification preferred

Bachelor's degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Massachusetts.

This role focuses on delivering comprehensive financial planning and investment strategies to individuals and families, leveraging a broad product suite and digital platforms to enhance the client experience. The position emphasizes relationship building, adherence to regulatory requirements, and collaboration with partners to expand the client base while maintaining the highest standards of