JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Cape May Court House / Little Egg Harbor Twp / Somers Point - New Jersey
$48K
Cape May Court House, NJ +2 · Full-time · Posted Sep 2, 2026
- Location
- Cape May Court House, NJ
Somers Point, NJ
Little Egg Harbor Twp, NJ - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through relationship management.
What you'll do
- Build a book of business and deliver personalized investment solutions with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and referrals to deepen client relationships.
- Educate clients about digital tools and channels for monitoring and managing investments.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining client relationships, and partnering effectively.
- Valid and active Series 7 license.
- Valid and 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
USD 47,520.00-$47,520.00 base salary (Cape May Court House, NJ); USD 47,520.00-$47,520.00 base salary (Somers Point, NJ); USD 47,520.00-$47,520.00 base salary (Little Egg Harbor Twp, NJ)
Model-written summary · the original posting is authoritative