Private Wealth Advisor: Grow Client Relationships

JPMorganChase; Paramus (NJ); On-site; USD 85,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and advisory services within Chase Wealth Management in Paramus, NJ. You will build a book of business, advise clients, and coordinate with partners to deepen client relationships.

The role requires an active Series 7 and Series 66 (or eligibility), plus Life/Health/LTC licenses. CFP certification is preferred, and a Bachelor's degree is common for this position.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients and to collaborate with partners.
• Strong goals-based planning and advisory capabilities.
• Active Series 7 license.
• Active Series 66 license or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days.

Responsibilities

• Develop and manage a book of business with a focus on relationship management.
• Provide comprehensive financial planning and investment guidance to clients.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor and manage investments.
• Collaborate with partners to deliver holistic client solutions.
• Maintain high ethical standards and client-centric service.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Digital literacy

Communication skills

Education

Bachelor's degree

CFP certification

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and advisory services within Chase Wealth Management in Paramus, NJ. You will build a book of business, advise clients, and coordinate with partners to deepen client relationships.

The role requires an active Series 7 and Series 66 (or eligibility), plus Life/Health/LTC licenses. CFP certification is preferred, and a Bachelor's degree is common for this position.