JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Edison / Somerset / Berkeley Heights - New Jersey
$48K
Edison, NJ +4 · Full-time · Posted Oct 13, 2026
- Location
- Edison, NJ
Somerset, NJ
Hillsborough, NJ
Berkeley Heights, NJ
Hazlet, NJ - 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 a book of business through advised solutions and partner referrals.
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 and goals-based advice, and educate clients about digital tools and channels.
- Support teammates and bank goals while fostering diversity and acting with integrity toward clients.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, maintaining relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- 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
Edison, NJ: $47,520.00-$47,520.00 USD base salary; Hillsborough, NJ: $47,520.00-$47,520.00 USD base salary; Somerset, NJ: $47,520.00-$47,520.00 USD base salary; Berkeley Heights, NJ: $47,520.00-$47,520.00 USD base salary; Hazlet, NJ: $47,520.00-$47,520.00 USD base salary
Model-written summary · the original posting is authoritative