Private Wealth Advisor: Holistic Planning & Growth

JPMorgan Chase & Co.; Framingham (MA); On-site; USD 40,492 - 54,648; Full time

Job summary

JPMorgan Chase & Co. in Framingham, MA is seeking a Private Client Advisor to support Chase Wealth Management. This full-time role focuses on delivering comprehensive financial planning, investment solutions, and client relationship management for individuals and families.

Candidates should bring 2+ years in financial advisory, Series 7/66 licenses, and Life/Health/LTC licenses (or be willing to obtain within 60 days). CFP is preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.

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 clients with relationship management focus.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Series 7 license

Series 66 license

Life, Health & LTC license

Financial advisory experience

Goals-based planning

Job description

JPMorgan Chase & Co. in Framingham, MA is seeking a Private Client Advisor to support Chase Wealth Management. This full-time role focuses on delivering comprehensive financial planning, investment solutions, and client relationship management for individuals and families.

Candidates should bring 2+ years in financial advisory, Series 7/66 licenses, and Life/Health/LTC licenses (or be willing to obtain within 60 days). CFP is preferred.