Wealth Management Private Client Advisor

JPMorgan Chase & Co.; Paramus (NJ); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Paramus, NJ seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build strong client relationships and provide tailored investment solutions using leading digital platforms.

The role requires managing a book of business with a focus on relationship management, high integrity, and proactive financial coaching beyond investments, leveraging Chase Wealth Management resources.

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.
• Valid and active Series 7 and Series 66 licenses or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Promote digital tools and channels to help clients monitor and manage investments.
• Maintain integrity and client-centric service at every opportunity.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Digital literacy

Education

Series 7 license

Series 66 license

Life/Health/LTC license

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Paramus, NJ seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build strong client relationships and provide tailored investment solutions using leading digital platforms.

The role requires managing a book of business with a focus on relationship management, high integrity, and proactive financial coaching beyond investments, leveraging Chase Wealth Management resources.