Wealth Advisor: Private Client & Financial Planning

J.P. Morgan; Marlborough (MA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and advised investment solutions to individuals and families, building lasting client relationships and leveraging bank partnerships to deepen client value.

You will rely on your relationship-building skills and market knowledge to provide a high-touch investor experience across channels, with strong emphasis on integrity and client 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.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting.
• A valid and active Life, Health, and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Foster a culture of integrity and client-first service.
• Support teammates and the bank's goals while upholding diversity and inclusion.

Skills

Client relationship management

Sales/Business development

Financial advisory

Regulatory licensing (Series 7/66)

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and advised investment solutions to individuals and families, building lasting client relationships and leveraging bank partnerships to deepen client value.

You will rely on your relationship-building skills and market knowledge to provide a high-touch investor experience across channels, with strong emphasis on integrity and client service.