Wealth Architect: Private Client Advisor

JPMorgan Chase & Co.

Sparta Township (NJ)

On-site

USD 90,000 - 160,000

Full time

14 days+

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Job summary

J.P. Morgan Chase in New Jersey is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will meet clients to understand goals and offer advised solutions via Chase referrals to deepen relationships. You will build a book of business, demonstrate sound market judgment, and act with integrity while embracing digital tools to help clients monitor and manage their investments

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Active Series 7 and Series 66 licenses (or within 60 days of start).
Life, Health and Long Term Care Insurance license (active or within 60 days).

Responsibilities

Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
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