Wealth Advisor — Private Client & Financial Planning

JPMorgan Chase & Co.; Paramus (NJ); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families in New Jersey.

You will build deep client relationships, collaborate with partners, and deliver tailored investment solutions while guiding clients through digital channels and ensuring an exceptional investor experience.

This role emphasizes integrity, regulatory compliance, and growth of a diversified client book.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• CFP certification is preferred
• Bachelor’s degree preferred

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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Communication skills

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase's Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment advice to individuals and families in New Jersey.

You will build deep client relationships, collaborate with partners, and deliver tailored investment solutions while guiding clients through digital channels and ensuring an exceptional investor experience.

This role emphasizes integrity, regulatory compliance, and growth of a diversified client book.