Private Wealth Advisor: Personal Planning & Growth

Fairygodboss; Middle Township (NJ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

Wellness centers

Retirement plan

Tuition reimbursement

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in New Jersey. You will provide comprehensive financial planning and investment advice to individuals and families, building enduring client relationships and coordinating with partners to deliver holistic solutions.

The role emphasizes client education, leveraging digital tools, and safeguarding client trust through high ethical standards and fiduciary care.

Qualifications

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

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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in New Jersey. You will provide comprehensive financial planning and investment advice to individuals and families, building enduring client relationships and coordinating with partners to deliver holistic solutions.

The role emphasizes client education, leveraging digital tools, and safeguarding client trust through high ethical standards and fiduciary care.