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Chase · 1 day ago

J.P. Morgan Wealth Management – Private Client Advisor - Acton, MA

Acton, MA, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, providing an exceptional investor experience while building strong client relationships.

BankingFinancial Services

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. This will be done 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

Qualification

Financial Advisor experienceClient relationship managementGoals-based planningSeries 7 licenseSeries 66 licenseLife Insurance licenseCertified Financial PlanningBachelor’s degreeClient educationDigital innovationRelationship-building skillsIntegrity

Required

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 (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