J.P. Morgan Wealth Management - Private Client Advisor, Reading, MA
About the role
J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Responsibilities
- Champion and support your teammates' success and foster a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients
- Support clients with a focus on relationship management, not portfolio management
- Show a deep understanding of financial markets and sound business judgment
- Exhibit unwavering integrity and a passion for educating clients on technology and investment options
- Embrace digital innovations to enhance client engagement and satisfaction
Requirements
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship building, and integration with key partners
- Proven ability and commitment to goals-based planning and advice
- A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses are required or must be obtained within 60 days of starting in the role
Preferred Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
Skills
- Ability to educate clients on investment technologies and channels
- Passion for financial coaching beyond investments
- Commitment to digital innovation and client satisfaction
Benefits
Chase offers a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Pay
Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation are also available.
Schedule
Hours and schedule vary based on the needs of the business and the client base.