Private Client Advisor: Holistic Wealth & Digital Strategy

Next Frontier Capital; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Tuition reimbursement

Mental health support

Retirement savings plan

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow your book of business through strong relationship-building, cross‑team collaboration, and a client‑centric advisory approach.

The role emphasizes integrity, market understanding, and education of clients on digital and advisory channels to enhance their investing experience and financial wellbeing.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and partnering with key teammates.
• Strong goals-based planning and advisory capabilities.
• Active Series 7 and Series 66 required (or must be obtained within 60 days).
• Active Life, Health and Long Term Care licenses required (or must be obtained within 60 days).
• Compliance with federal rules and the bank's policy framework is mandatory.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels for monitoring and managing investments.
• Offer a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients stay digitally confident and bank anytime, anywhere.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow your book of business through strong relationship-building, cross‑team collaboration, and a client‑centric advisory approach.

The role emphasizes integrity, market understanding, and education of clients on digital and advisory channels to enhance their investing experience and financial wellbeing.