Wealth Advisor: Holistic Planning & Digital Client Service

JPMorgan Chase & Co.; Nutley (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, provide advised solutions, and collaborate with partners to deepen client engagement.

The role emphasizes a client-first approach, market knowledge, and the use of digital tools to enhance the investor experience while maintaining the highest standards of integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• Proven ability to acquire clients and manage relationships, with a goals-based planning mindset.
• CFP certification is preferred and a bachelor’s degree is preferred.

Responsibilities

• Champion and support teammates' success while promoting diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and client-focused ethics in all interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Leverage digital tools to enable clients to bank how, when, and where they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, provide advised solutions, and collaborate with partners to deepen client engagement.

The role emphasizes a client-first approach, market knowledge, and the use of digital tools to enhance the investor experience while maintaining the highest standards of integrity and service.