J.P. Morgan Wealth Management - Private Client Advisor - North New Jersey
JPMorganChase
Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job Responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of the firm's clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required Qualifications, Capabilities, And Skills 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 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 Qualifications, Capabilities, And Skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred Investment And Insurance Products Are
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About The Team Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader. #J-18808-Ljbffr JPMorganChase$68k - $90k
Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...and enhancing new and existing... ...by local management ADMINISTRATIVE... ...CAN EXPECT FROM MORGAN STANLEY: At Morgan... ...programs. New Jersey Salary range... ...visit: #J-18808-Ljbffr Morgan...Private clientTemporary workWork at officeLocal area$68k - $90k
Client Service Associates provide exceptional... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs... ...cultivating and enhancing new and existing... ...by local management ADMINISTRATIVE... ...CAN EXPECT FROM MORGAN STANLEY: At Morgan... ...programs. New Jersey Salary range...Private clientTemporary workWork at officeLocal area$100k - $275k
...delivering for our clients, teammates,... ...for acquiring new clients, deepening... ...the Client Management Process and partnering... ...full array of Private Bank and the... ..., and overall wealth strategy, being... ...their trusted advisor, providing integrated... ...we serve. #J-18808-Ljbffr...Private clientWork at officeShift workDay shift$41.2k - $76.8k
...MarshLocation: New York, United States... ...Brook, New Jersey, United States of... ...Posted: 2026-08-16 Client Service... ...retirement, and private client insurance... ...offices across North America, we combine... ...support the Account Management and Sales teams... ...of insurance, p repar ing client...Private clientMinimum wageWork at officeLocal areaNight shift$44k - $80k
...Client Support Specialist We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with...SuggestedRemote jobWork from home- ...Description Job Description Tax Manager/Senior Opportunity for... ...partnership aspirations. Our client is a regional firm that that... ...and planning with a robust wealth management practice, becoming... ...skills A desire to develop new relationships and help grow the...Local area
- ...goals through onboarding new business, while... ...customers. MUST LIVE IN NORTH JERSEY/ESSEX COUNTY Meet or... ...limited to cold calling, new client meetings, gaining... ...sales goal setting Managing a limited number of existing... ...-driven to be successful. J Ambrogi FoodsLive in
$110k - $207.5k
...State Street to help them manage risk, respond to... ...profitability. We keep our clients at the heart of... ...us. Position Overview Private Credit has been the fastest... ...these products into wealth channels, and thus more... ...Massachusetts; Princeton, New Jersey; Clifton, New Jersey;...Private clientFull timeTemporary workFlexible hours$160k - $190k
...Why work at Modera Wealth? Modera Wealth Management is an independent, fee-only... ...on the lives of our clients through comprehensive... ...committed to being an advisor firm, and not a firm of... ...business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia,...Full timeTemporary workWork at officeLocal areaRemote work- ...Company: MarshLocation: Raleigh, North Carolina, United States of... ...of America | Saddle Brook, New Jersey, United States of America |... ...For Posting Senior Client Manager Rx Solutions Our not-so... ...& benefits, retirement, and private client insurance solutions to...Private clientPermanent employmentContract workLocal areaFlexible hoursNight shift
$89.5k - $166.9k
...Company: MarshLocation: New York, United... ...Saddle Brook, New Jersey, United States of... ..., retirement, and private client insurance solutions... ...00 offices across North America, we combine... ...Reporting to the Managing Consultant within the Retirement & Wealth team, The Retirement...Private clientMinimum wageLocal areaNight shift$125k - $191k
...leaders at the Manager level to join our... ...serve a variety of clients in multiple industries from private equity‑backed... ...entity structuring, wealth preservation,... ...and service new clients and expand... ..., Maryland, New Jersey, and New York Metropolitan... ..., and support. #J-18808-LjbffrPrivate clientFlexible hours- ...seeking a Senior Project Manager focused on Private Sector and Municipal... ...under $5M, involving new construction,... ...private and municipal clients, including private-sector... ...near BC’s Ramsey New Jersey, New York City, or Philadelphia... ...professionals across North America and the...Private clientFull timeContract workTemporary workFor subcontractorLocal areaRemote workWeekend work
- ...Gulfstream 450 - Teterboro, New Jersey Location: Teterboro, NJ, US... ...locations worldwide. Aircraft Management, Aircraft Sales, Charter,... ...Aviation a global leader in private aviation. The Lead Captain serves... ...deliver exceptional experiences to clients and colleagues. Commitment to...Temporary workSeasonal workWorldwideFlexible hoursNight shift
- ...Registered Wealth Management Client Associate West Nyack, New York;Paramus, New Jersey To proceed with your application, you must... ...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...Corp.”). Bank of America Private Bank is a division of Bank of...Seasonal workWork at officeWork from homeShift workDay shift
$200k - $300k
...to join our growing firm! A Private Client Services Director provides federal... ...who successfully creates new business for the firm and develops... ...field Proven ability to manage, mentor, and develop staff... ...the California, Maryland, New Jersey, and New York Metropolitan...Private clientImmediate startFlexible hours$93.7k - $103k
...automation tools that small businesses need to better manage their time, communicate with clients, and get paid so they can take control of their business... ...outside of their home office. Prospects and qualifies new business opportunities within an assigned territory, identifying...Local areaRemote workWork from homeHome officeDay shift- ..., we look for individuals who welcome new ideas, encourage innovation, and are eager... ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...MA1 #LI-Remote #LI-Hybrid Preferred Location: Denver #J-18808-LjbffrPrivate clientTemporary workPrivate practiceWork at officeLocal areaRemote work
$18 - $20 per hour
...Sales Associate at SMCP (Sandro & Maje) Location: Hackensack, New Jersey, United States At SMCP, we embody the essence of Parisian... ...Associate , you’ll be at the heart of delivering an exceptional client experience, making every shopping moment memorable. You’ll...Hourly payFull timeCasual workSeasonal workFlexible hoursAfternoon shift$160k - $175k
...net-worth families and their advisors You bring credibility,... ..., an elite provider of private duty nursing services for high... ...excellence, proactive health management, and keeping clients safely at home. We are building our New Jersey market to establish a new standard...Full time- ...Private Client Banker You have a passion for taking care of our customers... ...in the Branch. You will manage their complete banking relationship... .... You will help acquire new clients by actively soliciting... ...Specialists (Private Client Advisors, Mortgage Bankers and Business...Private clientImmediate startAfternoon shift
$18 - $19 per hour
...HAVE 6 MONTHS OF CALL CENTER EXPERIENCE Remote Call Center (New Jersey Residents) (WFH) opportunities are available for customer-focused... ...REQUIREMENTS) Key Responsibilities - Answer and manage high-volume inbound customer service calls related to healthcare...Hourly payContract workTemporary workImmediate startRemote workWork from home$115k - $201.25k
...for a Vice President (VP) for our Private Markets to service clients for our division of Alterative Investment... ...2, Senior Staff, Officer and AVP).Managing client relationships with both... ...liability.SummaryLocation: Clifton, New Jersey; BOSTON; Berwyn, Pennsylvania; Quincy...Private clientFull timeTemporary workFlexible hours$190k - $240k
...excellence while building lasting client relationships. We are... ...relationships with public and private energy utilities, develop... ...northeast region in Massachusetts, New York, New Jersey and Pennsylvania. We have... ...business;Serve as a client manager or deputy client manager for...Private clientFull timeTemporary workWork at officeFlexible hours- ...organization, supporting a wide range of private and public sector clients on commercial, industrial, residential, and redevelopment projects. As our New Jersey operations continue to grow, we are seeking a Survey Project Manager to serve as the right-hand partner to...Private clientFor contractorsWork at office
$100k - $150k
...delivering real value to our clients.Our mission is to... ...you!We are seeking a Tax Manager or Director to join our growing Private Client Services practice... ...candidate will be a strategic advisor with strong technical... ..., estate, gift, and wealth transfer taxes.Serve as...Private clientFull timePrivate practiceLocal area3 days per week$119k - $224k
...is seeking a Lead Wealth Underwriter in the... ...Wealth & Investment Management (WIM). As part of... ...to support all client coverage channels.... ...credit delivery to Private Capital and Hedge... ...transactions for new and existing client... ...and external legal advisors.Strong understanding...Full timeWork experience placement- ...Description Are you ready to join our New Jersey team as the new Water/Wastewater Project Manager? We have offices in Parsippany,... ...latest technology to help our clients solve their most challenging... ...projects for municipal and private clients. You’ll work with peers...Private clientFull timeTemporary workLocal areaFlexible hours
- ...professional with partnership aspirations. Our client is a regional firm that that has... ...tax compliance and planning with a robust wealth management practice, becoming the leading trusted... ...communication skills A desire to develop new relationships and help grow the firm...Local area
- ...responsible for providing exceptional customer service and supporting our management team to achieve sales and operational goals. What you’ll be... ...important to us. Even if you feel you don’t tick all the boxes, we’d still like to hear from you. #J-18808-Ljbffr Reiss LimitedPermanent employmentPart timeSeasonal work
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