Wealth Advisor – Private Client Services

Testing Site - JPMC; Westborough (MA); On-site; USD 43,000 - 52,000; Full time

Job summary

J.P. Morgan Wealth Management in Westborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and advised solutions for individuals and families.

You will build strong client relationships, leverage referrals, and provide guidance across a broad range of investment products with a client‑centric approach. The role requires at least 2 years in financial advisory, active Series 7 and Series 66 licenses, and licenses for Life/Health/LTC, with a focus on integrity

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advisory services.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Exhibit unwavering integrity and client‑centered service.
• Educate clients on technology and channels to monitor investments.
• Provide a holistic view of clients’ needs beyond investments.
• Leverage digital tools and Chase referrals to deepen relationships.

Skills

Client acquisition

Relationship management

Goals‑based planning

Integrity

Education

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care license

Job description

J.P. Morgan Wealth Management in Westborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and advised solutions for individuals and families.

You will build strong client relationships, leverage referrals, and provide guidance across a broad range of investment products with a client‑centric approach. The role requires at least 2 years in financial advisory, active Series 7 and Series 66 licenses, and licenses for Life/Health/LTC, with a focus on integrity