J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA
Core
Community Private Client Advisor offering comprehensive financial planning and advice to individuals and families, focusing on relationship management and holistic financial coaching.
Role type
Financial Advisor (Private Client)
Builds
Book of business and personalized investment solutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
client acquisition, relationship management, goals-based planning, financial market understanding, business judgement, community engagement, financial coaching
Preferred skills
Certified Financial Planning (CFP®) certification
Technologies
digital channels, investment platforms
Responsibilities
Host and participate in community events and volunteer leadership groups; build a book of business and deliver personalized investment solutions; educate clients on technology and investment channels; provide holistic financial coaching beyond investments; foster a culture of diversity and inclusion.
Seniority
Mid-level (2+ years experience required)