Holistic Wealth Advisor for Private Clients

Next Frontier Capital

Davenport (IA)

On-site

USD 90,000 - 150,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in the United States.

You will offer comprehensive financial planning and investment advice to individuals and families, building strong client relationships and leveraging digital channels to enhance the investor experience. The role emphasizes relationship-based advising, deep market knowledge, and a commitment to integrity, with responsibilities spanning education, coaching, and collaborating with partners

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Series 7 is required.
Series 66 (63/65) license is required or must be obtained within 60 days of starting.
Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients through relationship-building.
Champion and support teammates’ success and diversity.
Demonstrate deep understanding of financial markets and sound business judgment.
Provide holistic financial planning and coaching beyond investments.
Educate clients on technology and channels to monitor and manage investments.
Embrace digital innovations to enable clients to bank how they want.