J.P. Morgan Wealth Management – Private Client Advisor - Boston, MA (Chinatown)
On-site · Boston, Massachusetts, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions. Emphasize relationship management, client acquisition, and collaboration with key partners, while educating clients on technology and digital channels to monitor and manage investments. Demonstrate deep knowledge of financial markets, integrity, and the ability to translate client needs into holistic financial coaching beyond investments; leverage leadership and digital innovations to enhance the investor experience.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license is required
- 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
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