JPMorgan Chase
J.P. Morgan Wealth Management – Community Private Client Advisor – Mattapan, MA
$48K
Mattapan, MA · Full-time · Posted Oct 8, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides financial planning, investment advice, and financial coaching to individuals and families while building client relationships and engaging with the local community.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management and client needs.
- Educate clients about digital tools and channels for managing investments and banking.
- Engage in community events and local initiatives, and support teammates and the bank’s goals.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and partnering with colleagues.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative