JPMorganChase · 18 hours ago
J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA
Boston, MA
Full-time
Onsite
Entry Level
$56K/yr - $58K/yr
3+ years expJPMorgan Chase & Co. is a leading financial services firm, and they are seeking a Wealth Advisor Development Associate to cultivate relationships and gain foundational skills in the financial advisor industry. The role includes participating in a tailored training program and building a successful book of business after gaining licensing.
Asset ManagementBankingFinancial Services
Responsibilities
Build and maintain a successful book of business upon gaining licensing
Study for exams via our training materials, specialized coaching, and regular office hours with a trainer who can answer your questions, practice tests, and more
Build trust with clients and effectively manage relationships
Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience
Understands and adheres to our risk management processes, policies and tools
Qualification
Required
Series 7, 66 and SIE licenses required within 120 days from start
Proven ability to be a self-starter and work independently in a high-pressure environment
Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client needs
Ability to communicate effectively with clients and provide financial solutions
Preferred
Bachelor's degree or equivalent experience preferred
3 – 5 plus years of financial services experience preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
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2025 (3471)
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2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
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2026-01-08
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