Strategic Wealth Advisor for High-Impact Clients

JPMorganChase; Edison (NJ); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Edison, New Jersey. You will leverage your expertise to support a diverse range of clients and deliver personalized investment solutions.

The ideal candidate possesses at least 2 years of experience in financial advisory roles and holds relevant licenses. Join a team that values diversity and aims to offer an exceptional investor experience while promoting digital confidence.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Advise clients on financial needs and provide comprehensive planning.
• Champion team goals and foster a diverse work environment.

Skills

Client acquisition

Relationship management

Financial markets understanding

Digital literacy

Education

Bachelor's degree preferred

CFP® certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

JPMorgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients in Edison, New Jersey. You will leverage your expertise to support a diverse range of clients and deliver personalized investment solutions.

The ideal candidate possesses at least 2 years of experience in financial advisory roles and holds relevant licenses. Join a team that values diversity and aims to offer an exceptional investor experience while promoting digital confidence.