Wealth Advisor: Private Client & Relationships

Testing Site - JPMC; Wayland (MA); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Wayland, MA to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, provide tailored investment solutions, and work with Chase partners to deepen client engagements. The role emphasizes fiduciary client service, digital enablement, and a holistic approach to wealth management, with opportunities to grow a client book and leverage a broad

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver investment solutions to clients, focusing on relationship management.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on digital tools and channels for managing investments.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Wealth Management is seeking a Private Client Advisor in Wayland, MA to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting client relationships, provide tailored investment solutions, and work with Chase partners to deepen client engagements. The role emphasizes fiduciary client service, digital enablement, and a holistic approach to wealth management, with opportunities to grow a client book and leverage a broad