J.P. Morgan Wealth Management – Private Client Advisor - Marlborough, MA
On-site · Marlborough, Massachusetts, United States
Job Summary
Private Client Advisor within Chase Wealth Management at J.P. Morgan Chase, responsible for building a book of business and delivering personalized investment solutions to individuals and families through leadership and relationship-building, using a holistic view of clients’ needs. Engage clients with education on technology and channels to monitor and manage investments, embracing digital innovations to support banking anywhere, anytime. Requires 2+ years in financial advisory, proven client acquisition and relationship-management skills, and active Series 7 and Series 66 licenses (or to obtain within 60 days), plus Life/Health/LTC licenses (or to obtain within 60 days). Preferred CFP certification and Bachelor’s degree. Location: Marlborough, MA, United States.
Required Qualifications
- 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 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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