Private Wealth Advisor — Holistic Planning & Digital Solutions

J.P. Morgan; Boston (MA); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Health care coverage

On-site health & wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase via Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will develop a learning-based relationship with clients, leveraging leadership and partnerships to deliver tailored, advisory solutions and referrals.

The role emphasizes client-centric service, technology-enabled advice, and a commitment to diversity, with ongoing development and a broad benefits program.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and manage clients and collaborate with partners.
• Commitment to goals-based planning and financial advice.

Responsibilities

• Champion teammates’ success and support bank goals with a diverse culture.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to enhance client banking experiences.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Digital channels & tools

Education

Series 7

Series 66

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase via Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will develop a learning-based relationship with clients, leveraging leadership and partnerships to deliver tailored, advisory solutions and referrals.

The role emphasizes client-centric service, technology-enabled advice, and a commitment to diversity, with ongoing development and a broad benefits program.