Wealth Advisor: Private Client Solutions

JPMorganChase; Wallington (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in New Jersey seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, from new savers to affluent clients.

You will build trusted relationships, collaborate with Chase partners, and help clients monitor, adjust, and optimize their portfolios using Chase Wealth Management resources. The role emphasizes integrity, client-centric service, and a commitment to regulatory compliance, with ongoing opportunities

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and partner with key teams.
• Strong goals-based planning and advisory capabilities.
• Licenses required or to be obtained within 60 days of joining.

Responsibilities

• Build and grow a book of business with a focus on relationship management.
• Provide comprehensive financial planning and investment guidance to clients.
• Demonstrate strong understanding of markets and sound business judgment.
• Uphold integrity and client-first standards in all interactions.
• Educate clients on digital channels and tools for monitoring investments.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory experience

Investment knowledge

Education

Series 7 license

Series 66 license

Life, Health and LTC Insurance license

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase in New Jersey seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, from new savers to affluent clients.

You will build trusted relationships, collaborate with Chase partners, and help clients monitor, adjust, and optimize their portfolios using Chase Wealth Management resources. The role emphasizes integrity, client-centric service, and a commitment to regulatory compliance, with ongoing opportunities