Wealth Advisor, Private Client Solutions

Testing Site - JPMC; Westford (MA); On-site; USD 120,000 - 150,000; Full time

Job summary

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

You will build a book of business, provide tailored investment solutions, and deepen client relationships through proactive planning and partner referrals. This role emphasizes integrity, market understanding, and educating clients on digital tools to monitor and manage investments, with a focus on holistic financial coaching beyond

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 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

• 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

Relationship management

Client acquisition

Financial planning

Investment knowledge

Education

CFP certification

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

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

You will build a book of business, provide tailored investment solutions, and deepen client relationships through proactive planning and partner referrals. This role emphasizes integrity, market understanding, and educating clients on digital tools to monitor and manage investments, with a focus on holistic financial coaching beyond