JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - Sparta, New Jersey
$48K
Sparta, NJ · Full-time · Posted Aug 3, 2026
- 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, builds client relationships, and delivers personalized solutions and referrals.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management.
- Offer holistic financial coaching and educate clients about digital tools and investment channels.
- Support teammates and bank goals while maintaining a strong commitment to client interests.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship cultivation and maintenance, 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