Private Client Advisor – Holistic Wealth Planning

Next Frontier Capital; United States; On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building lasting client relationships and helping them monitor and optimize their investments using modern digital tools.

The role emphasizes integrity, client-first service, and collaboration with partners to deepen client relationships across a broad set of financial solutions.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Licenses: Series 7 and Series 66; Life, Health, LTC licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on digital tools and channels for monitoring investments.
• Maintain integrity and client-first approach in all interactions.
• Collaborate with partners to deepen client relationships.

Skills

Relationship building

Client acquisition

Financial planning

Market knowledge

Education

Bachelor's degree

Certified Financial Planner CFP

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care License

Job description

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building lasting client relationships and helping them monitor and optimize their investments using modern digital tools.

The role emphasizes integrity, client-first service, and collaboration with partners to deepen client relationships across a broad set of financial solutions.