J.P. Morgan Advisors - Wealth Advisor Development Associate - Boston, MA
On-site · Boston, Massachusetts, United States
Job Summary
Wealth Advisor Development Associate role at J.P. Morgan Chase in Boston, MA. The position focuses on building and maintaining a book of business, pursuing licensing, studying for exams with coaching, and developing client relationships while adhering to risk management processes. The program provides tailored training, coaching, and mentorship designed to evolve the candidate into a successful Wealth Advisor. Key responsibilities include building a client book upon licensing, preparing for licensing exams, managing client relationships, understanding and applying risk management policies, and delivering financial solutions to clients. Candidates should demonstrate self-motivation, the ability to work independently in a fast-paced environment, and strong communication skills; a Bachelor's degree is preferred and relevant financial services experience (3–5+ years) is favored.
Required Qualifications
- Series 7, 66 and SIE licenses required within 120 days from start
- Bachelor's degree or equivalent experience preferred
- 3 – 5 plus years of financial services experience preferred
- 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
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