Wealth Advisor — Private Client & Holistic Financial Planning

JPMorgan Chase & Co.; Parsippany-Troy Hills (NJ); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Parsippany, NJ, seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and guiding investments across a broad client base.

You will cultivate a book of business, offer tailored investment solutions, and collaborate with specialists to deepen client engagement while maintaining the highest standards of integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and collaborating with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (or obtained within 60 days of start).
• Active Life, Health and Long Term Care Insurance license (or obtained within 60 days).
• CFP certification preferred or Bachelor's degree preferred.

Responsibilities

• Champion and support your teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with emphasis on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Financial markets

Integrity

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Parsippany, NJ, seeks a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families, building trusted relationships and guiding investments across a broad client base.

You will cultivate a book of business, offer tailored investment solutions, and collaborate with specialists to deepen client engagement while maintaining the highest standards of integrity and service.