Wealth Management Private Client Advisor

JPMorganChase; West Windsor (NJ); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive pay package

Commission opportunities

Health coverage

Retirement plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in New Jersey seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build lasting client relationships, expand a book of business, and leverage digital tools to enhance the investor experience while upholding the firm's standards and commitment to diversity. This role requires active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses, with a base salary plus commission potential and

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.
• A valid and active Series 66 (or 63/65) license is required 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

• 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, 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.

Skills

Relationship-building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

Tools

Series 7 license

Series 66/63/65 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in New Jersey seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build lasting client relationships, expand a book of business, and leverage digital tools to enhance the investor experience while upholding the firm's standards and commitment to diversity. This role requires active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses, with a base salary plus commission potential and