J.P. Morgan Wealth Management – Private Client Advisor - West Concord
On-site · Concord, Massachusetts, United States
Concord, Massachusetts, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management delivers comprehensive financial planning and investment advice to individuals and families. Build a book of business and provide personalized investment solutions with a focus on relationship management and digital channels. Educate clients on technology and banking options, collaborate with partners to deepen client relationships, and maintain high integrity and client-first service while adapting to evolving markets and digital tools.
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
- A valid and active Series 7
- 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
- Preferred CFP certification
- Bachelor’s degree preferred
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