Wealth Advisor: Holistic Planning & Digital Solutions

JPMorgan Chase & Co.; Boston (MA); On-site; USD 110,000 - 165,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build and manage client relationships, deliver investment solutions, and collaborate with partners to deepen client value.

The role emphasizes fiduciary integrity, market insight, and educating clients on digital tools to monitor and manage their investments, aligning with the bank’s client-first approach.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building.
• Ability to provide goals-based planning and advice, with strong regulatory licenses.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Digital literacy

Education

Series 7

Series 66 (63/65)

Life, Health and Long Term Care license

CFP certification preferred

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build and manage client relationships, deliver investment solutions, and collaborate with partners to deepen client value.

The role emphasizes fiduciary integrity, market insight, and educating clients on digital tools to monitor and manage their investments, aligning with the bank’s client-first approach.