Wealth Advisor for Private Clients

Fairygodboss; Parsippany-Troy Hills (NJ); On-site; USD 100,000 - 140,000; Full time

Job summary

J.P. Morgan Chase Wealth Management in New Jersey is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a client book, collaborate with partners, and provide thoughtful, goals-based financial advice with integrity.

The role requires Series 7 and Series 66 licenses (or to obtain within 60 days), as well as Life/Health/LTC coverage. CFP preferred; Bachelor’s degree preferred.

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.
• Licenses: Series 7 and Series 66 (63/65) required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management rather than portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide holistic financial coaching beyond investments and educate clients on technology and channels for monitoring their investments.
• Embrace digital innovations to help clients become more digitally confident and bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65) license

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase Wealth Management in New Jersey is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a client book, collaborate with partners, and provide thoughtful, goals-based financial advice with integrity.

The role requires Series 7 and Series 66 licenses (or to obtain within 60 days), as well as Life/Health/LTC coverage. CFP preferred; Bachelor’s degree preferred.