Wealth Advisor - Holistic, Client-First Planning

J.P. Morgan; Reading (MA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan in Reading, MA, is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice, catering to various client needs from startups to those with significant wealth.

This position requires at least 2 years of financial advisory experience, a Series 7 license, and a commitment to fostering client relationships through integrity and understanding of financial markets. Benefits include health care coverage, retirement plans, and more.

Qualifications

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

Responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Educating clients

Digital technology

Education

Bachelor’s degree preferred

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 in Reading, MA, is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice, catering to various client needs from startups to those with significant wealth.

This position requires at least 2 years of financial advisory experience, a Series 7 license, and a commitment to fostering client relationships through integrity and understanding of financial markets. Benefits include health care coverage, retirement plans, and more.