Wealth Advisor: Personal Financial Planning & Digital Solutions

J.P. Morgan; Lawrence (MA); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide tailored investment solutions, and collaborate with partners to deepen client relationships. You will guide clients across investments, retirement planning, and risk management while maintaining the highest standards of integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to provide goals-based planning and advice.
• Licensure required or to be obtained within 60 days of starting the role.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when and where they want.

Skills

Relationship-building

Client acquisition

Financial planning & advice

Understanding financial markets

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7

Series 66

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide tailored investment solutions, and collaborate with partners to deepen client relationships. You will guide clients across investments, retirement planning, and risk management while maintaining the highest standards of integrity and service.