J.P. Morgan Wealth Management – Private Client Advisor - Wayland, MA
On-site · Wayland, Massachusetts, United States
Job Summary
Private Client Advisor in JPMorgan Chase Wealth Management relocating to Wayland, MA will build a book of business and deliver personalized investment solutions to individuals and families, provide holistic financial planning and coaching beyond investments, educate clients on technology and channels to monitor and manage their investments, and collaborate with partners to deepen client relationships. The role emphasizes relationship management, client acquisition, and serving a broad range of clients from new savers to affluent clients, with an emphasis on integrity, digital enablement, and meeting clients where they bank.
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 (63/65) license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bachelor’s degree preferred (optional per posting)
- CFP certification preferred (not required)
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