J.P. Morgan Chase & Co.

Wealth Management Advisor

J.P. Morgan Chase & Co.

Boston, MA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

J.P. Morgan Chase & Co. is looking for an experienced Wealth Management Advisor to help our clients meet their financial goals and objectives. We are looking for an individual who is passionate about delivering excellent client service, has strong analytical and problem-solving skills, and is comfortable working in a fast-paced, dynamic environment. The ideal candidate should possess the following qualifications: a Bachelor's degree in business, finance, accounting, or other related field; a minimum of five years' experience in the financial services industry with a focus on wealth management; a strong understanding of investment and financial planning strategies; and advanced knowledge of financial products and services. If you're looking to make a meaningful difference in the lives of our clients and join a dynamic team at one of the world's leading financial institutions, please apply today.

Where is this job?
This job is located at Boston, MA, USA
Job Qualifications
  • Excellent Problem-Solving Skills

  • Experience With Financial Planning Software

  • Strong Knowledge Of Financial Markets

  • Customer Service Orientation

  • Understanding Of Portfolio Management Principles

  • Ability To Develop Rapport With Clients

  • Ability To Explain Complex Financial Concepts

  • Experience In Financial Services Industry

Required Skills
  • Risk Management

  • Financial Planning

  • Investment Strategy

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • self-motivation

  • flexibility

  • Critical thinking

  • Teamwork

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in Boston, MA, USA is $72,000 - $110,000. This range is based on the salary data of current job postings in the area.

Additional Information
J.P. Morgan Chase & Co. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeMay 22nd, 2025
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About J.P. Morgan Chase & Co.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.

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