Private Client Advisor: Holistic Wealth & Relationships

Next Frontier Capital; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

On-site health centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in Chase Wealth Management.

You will deliver comprehensive financial planning and advice to individuals and families, building a book of business and leveraging partnerships to offer tailored investment solutions. The role emphasizes relationships, market understanding, and client education, with a focus on integrating digital tools and a holistic view of client 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.
• A valid and active Series 7 license is required.
• 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.

Responsibilities

• Champion and support 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 clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that aligns with doing right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident.

Skills

Relationship-building

Financial planning

Client acquisition

Industry knowledge

Education

Bachelor’s degree preferred

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 deliver comprehensive financial planning and advice to individuals and families, building a book of business and leveraging partnerships to offer tailored investment solutions. The role emphasizes relationships, market understanding, and client education, with a focus on integrating digital tools and a holistic view of client needs.