J.P. Morgan Wealth Management - Private Client Advisor - Boston/Metro/South Shore Market

At J.P. Morgan Chase, we are dedicated to helping clients achieve their financial goals. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, from beginners to those with significant wealth. Responsibilities Champion and support teammates' success and the goals of the bank, fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management. Demonstrate a deep understanding of financial markets and sound business judgment. Exhibit unwavering integrity in doing right by clients at every opportunity. Educate clients on technology and channels available for monitoring and managing their investments. Provide a holistic view of 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 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 (or 63/65) license, or one obtained within 60 days of starting. A valid and active Life, Health and Long Term Care Insurance license, or one obtained within 60 days of starting. Preferred Qualifications, Capabilities, and Skills Certified Financial Planning (CFP®) certification. Bachelor's degree. Investment and Insurance Products Disclaimer 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 affiliates. Subject to investment risks, including possible loss of the principal amount invested. 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. Compensation is based on role, experience, skill set, and location, and may include commission, discretionary incentive compensation, cash, or equity. Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and commit to diversity and inclusion. We do not discriminate on the basis of any protected attribute and provide accommodations as required. Base Pay/Salary Boston, MA $47,520.00 - $47,520.00 #J-18808-Ljbffr JPMorgan Chase Bank, N.A.