Private Client Advisor Jobs in Massachusetts
Private Client Advisor jobs in Massachusetts sit in one of the most active wealth management markets in the country, concentrated in financial services, private banking, and multi-family office sectors, with openings at every level from associate advisor through senior relationship manager. Boston, Cambridge, and Waltham account for the largest share of hiring, anchored by well-established employers such as Fidelity Investments, State Street, and Rockland Trust. The most in-demand specialties are high-net-worth portfolio management, estate planning coordination, and customized lending solutions for affluent clients. Find a role that fits below and apply directly.
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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 14 Private Client Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Private Client Advisor Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring

Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Massachusetts Employers Look For
The qualifications that appear most often in private client advisor jobs across Massachusetts.
- Active FINRA Series 7 and Series 66 licenses recognized in Massachusetts
- Bachelor's degree in finance, business, economics, or a closely related field
- Minimum three to five years of experience managing high-net-worth client relationships
- Certified Financial Planner designation preferred or actively in progress
- Demonstrated ability to develop new business through referrals and community networking
- Proficiency with CRM platforms and portfolio management software such as Salesforce or Tamarac
Private Client Advisor Jobs in Massachusetts: Frequently Asked Questions
How do you become a private client advisor in Massachusetts?
Most private client advisor roles in Massachusetts require passing the FINRA Series 7 General Securities Representative exam and the Series 66 Uniform Combined State Law exam, both of which satisfy Massachusetts registration requirements administered through FINRA. Candidates typically hold a bachelor's degree in finance, economics, or business before sitting for these exams. Many Massachusetts employers also expect candidates to pursue a Certified Financial Planner credential within their first few years on the job.
How much do private client advisors make in Massachusetts?
Private client advisors in Massachusetts earn a median of about $125,670 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $58,510 for the lowest 10% to over $478,850 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Massachusetts?
Employers hiring private client advisors in Massachusetts right now include JPMorganChase, based on current listings on Migrate Mate as of September 2026. Massachusetts's deep concentration of asset managers, regional banks, and independent wealth advisory firms means consistent openings across both large institutions and boutique practices throughout the Greater Boston area.
Which Massachusetts cities have the most private client advisor jobs?
Boston, Reading, and Wayland have the most private client advisor openings in Massachusetts. Boston dominates due to its dense cluster of asset managers, private banks, and family offices in the Financial District and Back Bay, while cities like Waltham and Newton attract openings from suburban wealth management offices and regional bank branches serving affluent residential communities on the Route 128 corridor.
Are there remote private client advisor jobs in Massachusetts?
Yes, but they're limited. Private client advising is fundamentally relationship-driven, and most Massachusetts employers expect advisors to meet clients in person, particularly for onboarding and high-stakes planning conversations. About 0% of private client advisor openings tied to Massachusetts are remote or hybrid as of September 2026, and where flexibility exists it tends to apply to back-office portfolio review and client communication tasks rather than full relationship management.
How can I get hired as a private client advisor in Massachusetts with little or no experience?
The most realistic entry path is applying for a client associate or financial advisor associate role at one of Massachusetts's larger wealth management firms, such as Fidelity Investments or a regional bank like Rockland Trust, which run structured development programs for candidates without direct advisory experience. Earning your Series 7 and Series 66 licenses before applying gives you a clear advantage. Lateral moves from roles in retail banking, financial planning support, or investment operations are common ways candidates build the credential set that opens advisor positions.
Where can I find and apply to private client advisor jobs in Massachusetts?
You can find and apply to private client advisor jobs in Massachusetts on Migrate Mate, which lists current Massachusetts openings. Find the roles that fit your experience and location, then apply directly to the employers posting them.
See All 14 Private Client Advisor Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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