Wealth Advisor: Personal Financial Planning & Growth

Fairygodboss; Wayland (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

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

The role emphasizes understanding markets, educating clients on digital tools, and offering holistic financial coaching while upholding a culture of integrity and client-first 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.
• CFP certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Champion and support teammates' success and a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and do 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 enable clients to bank how they want.

Skills

Client acquisition

Relationship management

Financial markets understanding

Industry knowledge

Education

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

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

The role emphasizes understanding markets, educating clients on digital tools, and offering holistic financial coaching while upholding a culture of integrity and client-first service.