JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Avon, CT
$48K
Avon, CT · Full-time · Posted Oct 2, 2025
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business through relationship management and provide personalized investment solutions.
- Offer holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients about digital tools and investment channels while supporting teammates and bank 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 integration with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required, or obtainable 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