J.P. Morgan Wealth Management – Private Client Advisor - Westford, MA
On-site · Westford, Massachusetts, United States
Job Summary
Provide comprehensive financial planning and investment solutions to individuals and families as part of JPMorgan Chase's Wealth Management. Build a book of business, cultivate client relationships, and deliver personalized investment solutions with emphasis on relationship management and leveraging technology. Communicate with clients to educate on digital channels, monitor investments, and coordinate with partners to meet financial needs. Maintain integrity and align with regulatory and firm guidelines while embracing digital innovations to enable clients to bank how they want, when they want.
Required Qualifications
- Minimum 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition and relationship management
- Series 7 license (active)
- Series 66 license (63/65) active or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license active or to be obtained within 60 days of starting
- Preferred CFP certification
- Bachelor’s degree preferred
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