Wealth Advisor, Private Client – Boston

JPMorgan Chase & Co.; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Boston seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a book of business and provide tailored investment solutions while collaborating with partners to deepen client relationships.

You will drive high-quality client experiences, stay abreast of market developments, and use digital tools to enhance advisory services in a dynamic financial landscape.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and working with partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Act with integrity and advise clients on technology and channels for monitoring investments.
• Provide holistic client needs assessment and financial coaching beyond investments.
• Promote digital solutions to help clients bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market knowledge

Communication skills

Job description

JPMorgan Chase & Co. in Boston seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build a book of business and provide tailored investment solutions while collaborating with partners to deepen client relationships.

You will drive high-quality client experiences, stay abreast of market developments, and use digital tools to enhance advisory services in a dynamic financial landscape.