Private Client Advisor — Holistic Wealth Planning

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

Job summary

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

You will help clients monitor and adjust investments, coordinate with partners, and deliver tailored wealth solutions with a focus on service and integrity. You will build and maintain relationships, educate clients on digital tools, and collaborate across the bank to meet clients’ evolving financial needs.

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.
• Series 7 license (active).
• Series 66 license (63/65) required or must be obtained within 60 days of starting in the role.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role.

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.
• 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

Client acquisition

Relationship building

Financial planning

Investment knowledge

Education

Bachelor’s degree

Job description

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

You will help clients monitor and adjust investments, coordinate with partners, and deliver tailored wealth solutions with a focus on service and integrity. You will build and maintain relationships, educate clients on digital tools, and collaborate across the bank to meet clients’ evolving financial needs.