Wealth Advisor - Holistic, Client-First Planning

Aumni; Greenfield (MA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase in Greenfield, Massachusetts is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least 2 years of experience in a financial advisory role, strong client relationship skills, and relevant licensures, including Series 7 and Series 66. This position requires a commitment to client education and digital innovation. Comprehensive benefits and a competitive salary package are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Ability to provide goal-based planning and financial advice.

Responsibilities

• Provide comprehensive financial planning and advice.
• Build and manage a book of business with personalized investment solutions.
• Educate clients on financial products and digital tools.

Skills

Client relationship management

Financial planning

Investment solutions expertise

Digital confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase in Greenfield, Massachusetts is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions to clients. The ideal candidate will have at least 2 years of experience in a financial advisory role, strong client relationship skills, and relevant licensures, including Series 7 and Series 66. This position requires a commitment to client education and digital innovation. Comprehensive benefits and a competitive salary package are offered.