Wealth Planning Advisor for Private Clients

JPMorganChase; Paramus (NJ); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorganChase is seeking a Private Client Advisor in Paramus, New Jersey. The role involves delivering personalized investment solutions and building client relationships with a commitment to diversity and inclusion.

Ideal candidates will have a minimum of 2 years in a financial advisor position, relevant licenses, and a strong understanding of financial markets. Responsibilities include client education on investments and technology.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to obtain necessary financial licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success in diversity.
• Educate clients on available technology and investment management.

Skills

Client acquisition

Maintaining client relationships

Financial market understanding

Goal-based planning

Diversity support

Education

Bachelor’s degree

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Paramus, New Jersey. The role involves delivering personalized investment solutions and building client relationships with a commitment to diversity and inclusion.

Ideal candidates will have a minimum of 2 years in a financial advisor position, relevant licenses, and a strong understanding of financial markets. Responsibilities include client education on investments and technology.