Private Client Advisor — Holistic Wealth Planning

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

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through leadership and collaboration. The role focuses on relationship management over portfolio management, with a strong emphasis on staying informed about financial markets and providing holistic financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• This position is subject to Section 19 of the Federal Deposit Insurance Act.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial Advisor

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC Insurance license

Education

Bachelor's degree

CFP certification (preferred)

Tools

CRM systems

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build a book of business, deliver personalized investment solutions, and deepen client relationships through leadership and collaboration. The role focuses on relationship management over portfolio management, with a strong emphasis on staying informed about financial markets and providing holistic financial coaching.