Elite Private Client Advisor - Wealth & Financial Planning

Next Frontier Capital; Cincinnati (OH); On-site; USD 85,000 - 170,000; Full time

Job summary

J.P. Morgan Chase in Cincinnati seeks a Private Client Advisor to provide 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 deliver an exceptional investor experience with advised solutions and Chase referrals. You will build relationships, monitor investments, and guide clients using digital tools, upholding integrity and a client-first approach in a

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must obtain within 60 days.
• Active Life, Health and Long Term Care Insurance license or must obtain within 60 days.
• CFP certification is preferred but not required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Maintain an unwavering commitment to integrity and client interests.

Skills

Series 7

Series 66

Life/Health/LTC license

Client acquisition

Relationship building

Goals-based planning

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in Cincinnati seeks a Private Client Advisor to provide 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 deliver an exceptional investor experience with advised solutions and Chase referrals. You will build relationships, monitor investments, and guide clients using digital tools, upholding integrity and a client-first approach in a