J.P. Morgan Wealth Management – Private Client Advisor - Montclair / Short Hills / Colonia - New Jersey

JPMorgan Chase & Co. • Montclair, NJ

3d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families, serving clients with a range of financial circumstances—from those beginning to save to those with significant wealth. You will deliver an exceptional investor experience through advised solutions and referrals to Chase partners, deepening client relationships. The role uses J.P. Morgan’s investment products, thought leadership, and digital technology to help clients meet their financial needs. Its focus is relationship management rather than portfolio management.

Requirements

• 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 license.
• Valid and active Series 66 (63/65) license, or obtain it within 60 days of starting as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or obtain it within 60 days of starting as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification.
• Bachelor’s degree.

Responsibilities

• Support teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a consistent focus on relationship management rather than portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels they can use to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of cash and/or forfeitable equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed