Wealth Advisor - Private Client, Holistic Financial Planning

Aumni; Boston (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will build trusted client relationships, provide advised solutions, and collaborate with Chase partners to expand client care across a broad range of financial needs. The role emphasizes understanding financial markets, maintaining integrity, and educating clients on digital tools to monitor and manage investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated 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 license.
• 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.

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 your clients by relying on leadership and relationship‑building skills.
• 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 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 building

Goals-based planning

Financial markets knowledge

Integrity

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification (preferred)

Job description

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

You will build trusted client relationships, provide advised solutions, and collaborate with Chase partners to expand client care across a broad range of financial needs. The role emphasizes understanding financial markets, maintaining integrity, and educating clients on digital tools to monitor and manage investments.