Wealth Advisor — Holistic Planning & Client Growth

Testing Site - JPMC; Voorhees Township (NJ); On-site; USD 80,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, supporting clients from novices to high-net-worth investors.

Your role emphasizes trusted guidance and integrated referrals to deepen client relationships. You will help clients understand investments, monitor portfolios, and use digital tools to stay connected.

Qualifications

• Minimum 2 years as a Financial Advisor or equivalent experience.
• Proven success in client acquisition and relationship building.
• Strong goals-based planning and advisory capabilities.
• Licensed and compliant with Series 7 and Series 66.
• Life, Health, and Long-Term Care licenses required or obtained within 60 days.
• CFP certification is a plus.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to clients.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain client relationships and coordinate with partners.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enhance client experience.

Skills

Client relationships

Goals-based planning

Relationship management

Financial markets knowledge

Integrity and trust

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/ LTC license

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, supporting clients from novices to high-net-worth investors.

Your role emphasizes trusted guidance and integrated referrals to deepen client relationships. You will help clients understand investments, monitor portfolios, and use digital tools to stay connected.