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Financial Consultant Financial Advisor

Private Client Advisor — Wealth Planning & Digital Tools

Job in Reading, Middlesex County, Massachusetts, 01814, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-05-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor to provide financial planning and advice to clients in Reading, Massachusetts. You will build relationships, deliver personalized investment solutions, and educate clients on financial technology. The ideal candidate will have at least 2 years of experience as a Financial Advisor, along with necessary licenses including Series 7 and Series 66.

A Bachelor's degree and CFP® certification are preferred, contributing to an exceptional investor experience.
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