J.P. Morgan Wealth Management – Private Client Advisor, Reading, MA
On-site · Reading, Massachusetts, United States
Job Summary
Provide comprehensive financial planning and investment solutions to individuals and families as part of Chase Wealth Management, building and managing a book of business, delivering personalized investment guidance, and educating clients on technology-enabled, digital channels. Demonstrate strong relationship-building skills, professionalism, and integrity while collaborating with partners to deepen client relationships and deliver holistic financial coaching beyond investments. Requires active securities licenses (Series 7 and Series 66) and insurance licensing; CFP certification is preferred; Bachelor’s degree preferred. This role emphasizes client acquisition, goal-based planning, and ongoing advisory support rather than portfolio execution alone.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65)
- A valid Life, Health and Long Term Care Insurance license
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.