Private Wealth Advisor - Holistic Planning & Growth

JPMorgan Chase & Co.; Marlborough (MA); Presencial; USD 43 000 - 52 000; Tempo integral

Resumo da oferta

J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, provide personalized investment solutions, and collaborate with Chase partners to deepen client engagements. The role requires licensing in Series 7, 66, and Life/Health/LTC, plus a track record of acquiring and growing clients.

Qualificações

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.

Responsabilidades

• 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 your clients with relationship-building at the core.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in all client interactions and solutions delivery.
• Educate clients on technology and channels to monitor and manage investments.

Conhecimentos

Client acquisition

Relationship management

Goals-based planning

Financial advising

Formação académica

CFP certification (preferred)

Ferramentas

Series 7 license

Series 66 license

Life/Health/LTC license

Descrição da oferta de emprego

J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build strong client relationships, provide personalized investment solutions, and collaborate with Chase partners to deepen client engagements. The role requires licensing in Series 7, 66, and Life/Health/LTC, plus a track record of acquiring and growing clients.