Wealth Advisor Development Associate: Fast-Track Training

Testing Site - JPMC; Boston (MA); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Advisors in Boston, MA is seeking a Wealth Advisor Development Associate to join a structured training program that builds foundational skills and product knowledge for a career in wealth advising. You will complete licensing, build a client-focused book, and participate in coaching and mentorship within a collaborative team.

The position offers a clear path to becoming a Wealth Advisor, with exposure to a broad range of financial products within a leading financial services firm.

Qualifications

• Series 7, 66 and SIE licenses required within 120 days from start.
• Proven ability to be a self-starter and work independently in a high-pressure environment.
• Works well in a fast-paced environment and proactively recognize and anticipate client needs.
• Ability to communicate effectively with clients and provide financial solutions.
• Bachelor's degree or equivalent experience preferred.
• 3–5+ years of financial services experience preferred.

Responsibilities

• Build and maintain a successful book of business upon gaining licensing.
• Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more.
• Build trust with clients and effectively manage relationships.
• Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience.
• Understands and adheres to our risk management processes, policies and tools.

Skills

Self-starter

Independent work

Client communications

Risk awareness

Financial solutioning

Education

Bachelor's degree or equivalent experience

Job description

J.P. Morgan Advisors in Boston, MA is seeking a Wealth Advisor Development Associate to join a structured training program that builds foundational skills and product knowledge for a career in wealth advising. You will complete licensing, build a client-focused book, and participate in coaching and mentorship within a collaborative team.

The position offers a clear path to becoming a Wealth Advisor, with exposure to a broad range of financial products within a leading financial services firm.