Personal Wealth Advisor - Holistic Planning & Relationships

Next Frontier Capital; Mandeville (LA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Competitive compensation

Commission opportunities

Benefits package

Job summary

J.P. Morgan Chase seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will grow a client book through relationship-building, provide tailored solutions, and collaborate with partners to deepen client relationships. The role emphasizes integrity, diversity, and a client-first mindset, with licensing like Series 7 and Series 66, plus Life/Health/LTC licenses, required or pursued within 60

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• A valid and active Series 7 license is required.
• A valid and active Series 66 license is required or must be obtained within 60 days of starting.
• A valid 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 by relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Embrace digital innovations to help clients monitor and manage their investments.

Skills

Relationship-building

Client acquisition

Financial advising

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase seeks a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.

You will grow a client book through relationship-building, provide tailored solutions, and collaborate with partners to deepen client relationships. The role emphasizes integrity, diversity, and a client-first mindset, with licensing like Series 7 and Series 66, plus Life/Health/LTC licenses, required or pursued within 60