J.P. Morgan Wealth Management - Private Client Advisor - Malden, MA (Main Street)

About the role

J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions. As a Private Client Advisor in Chase Wealth Management, you'll work closely with clients to provide comprehensive financial planning and advice.

Job Responsibilities

• Support and foster a culture of diversity and teamwork among colleagues
• Build and manage a robust client portfolio, focusing on long-term relationships rather than short-term portfolio management
• Show a thorough understanding of financial markets and make informed business decisions
• Act with integrity and ethical behavior, always acting in the best interest of clients
• Offer financial coaching and education to enhance clients' investment knowledge and confidence
• Adopt and utilize digital tools to improve client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Proven track record in client acquisition, relationship building, and partnership integration
• Strong background in goal-based financial planning and advice
• A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Preferred CFP® certification
• Bachelor's degree

Pay

Base salary determined based on role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.

Schedule

Full-time position.