J.P. Morgan Wealth Management – Private Client Advisor - West Windsor / Franklin Park, New Jersey
On-site · West Windsor, New Jersey, United States
Job Summary
Private Client Advisor in Chase Wealth Management focused on delivering comprehensive financial planning and investment guidance to individuals and families. Responsibilities include building a book of business, delivering personalized investment solutions, and fostering client relationships with a strong emphasis on relationship management and integrity. You will educate clients on technology and digital channels to monitor and manage their investments, provide a holistic view of clients’ needs beyond investments, and leverage digital innovations to enable clients to bank when, where, and how they want. Required qualifications include at least 2 years in a financial advisory role, success in client acquisition and relationship management, a valid Series 7 license and a Series 66 license (or ability to obtain within 60 days), and a Life, Health, and Long Term Care license (or ability to obtain within 60 days). CFP certification is preferred, and a Bachelor's degree is preferred. Location specified as West Windsor, NJ (Franklin Park area) within the United States.
Required Qualifications
- Series 7 license
- Series 66 (63/65) license or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
- Bachelor’s degree preferred (not required)
- CFP certification preferred
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