Client Advisor Jobs in New Jersey
Client Advisor jobs in New Jersey are concentrated in the northern part of the state, particularly in Jersey City, Newark, and the Morris County corridor, where financial services firms, wealth management divisions, and insurance carriers maintain significant operations. Major employers with lasting New Jersey footprints include Prudential Financial, Merrill Lynch, and JPMorgan Chase, all of which regularly hire client advisors across retail, private, and institutional channels. The most in-demand specialties in the state are wealth management advisory, insurance-linked client service, and investment account management. See the openings below and apply to the ones that match your experience.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
See All 37 Client Advisor Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Client Advisor Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
- JPMorganChase11

- Giorgio Armani5

- Boll & Branch3

- Gucci2

- Tiffany &2

Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What New Jersey Employers Look For
The qualifications that appear most often in client advisor jobs across New Jersey.
- FINRA Series 7 and Series 66 licenses required or must be obtained within six months
- Bachelor's degree in finance, business, or a related field strongly preferred
- Two or more years of client-facing experience in financial services or wealth management
- Demonstrated ability to manage a book of clients and meet retention targets
- Proficiency with CRM platforms such as Salesforce or Fidelity WealthCentral
- Strong written and verbal communication skills for client presentations and reporting
Client Advisor Jobs in New Jersey: Frequently Asked Questions
How do you become a client advisor in New Jersey?
Most client advisor roles in New Jersey require passing the FINRA Series 7 and Series 66 exams, both administered through FINRA and recognized by the New Jersey Bureau of Securities. A bachelor's degree in finance, business, or economics is the standard educational foundation. Many candidates enter through associate advisor programs at firms like Prudential or local wealth management offices, then complete licensing requirements within their first year on the job.
Which companies hire client advisors in New Jersey?
Employers hiring client advisors in New Jersey right now include JPMorganChase, Giorgio Armani, and Boll & Branch, based on current listings on Migrate Mate as of November 2026. New Jersey's concentration of financial services headquarters and insurance carriers in cities like Newark and Parsippany means hiring tends to be consistent year-round across both large firms and regional advisory practices.
Which New Jersey cities have the most client advisor jobs?
The cities with the most client advisor openings in New Jersey are Short Hills, Paramus, and Montclair. Jersey City and Newark lead because of their density of financial services firms and proximity to New York City operations, while suburban hubs like Parsippany and Princeton draw hiring from insurance and asset management companies that have established their regional headquarters there.
Are there remote client advisor jobs in New Jersey?
Yes, but they're less common than in purely analytical roles, since client advisors typically handle ongoing client relationships that benefit from in-person or on-site interaction. About 27% of client advisor openings tied to New Jersey are remote or hybrid as of November 2026, and the positions most likely to carry a remote option are those focused on existing account management or inside advisory work rather than new business development.
How can I get hired as a client advisor in New Jersey with little or no experience?
The most realistic entry path is through a financial services associate or client service representative role, which large New Jersey employers like Prudential Financial and Merrill Lynch use as a pipeline into client advisory positions. Starting in client operations or as a registered associate while completing your Series 7 and Series 66 licenses is the standard move. Community banks and regional investment firms across northern New Jersey frequently hire people in these feeder roles and support the licensing process internally.
Where can I find and apply to client advisor jobs in New Jersey?
You can find and apply to client advisor jobs in New Jersey on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the roles that match your background and apply directly to the ones that fit.
See All 37 Client Advisor Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
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