Private Client Advisor: Wealth Management & Planning

Next Frontier Capital; Town of Florida (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

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

You will build deep client relationships, collaborate with partners, and leverage digital tools to deliver tailored investment solutions while maintaining the highest standards of integrity and client service. The role emphasizes goals-based planning and ongoing financial coaching across savings,

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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.
• Bachelor’s degree preferred; CFP certification is a plus.

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 with a focus on relationship 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.
• Educate clients on the technology and channels available to them to 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 experience

Client acquisition

Relationship management

Goals-based planning

Licenses: Series 7

Licenses: Series 66

Life/Health/LTC insurance license

Education

Bachelor's degree

CFP certification preferred

Job description

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

You will build deep client relationships, collaborate with partners, and leverage digital tools to deliver tailored investment solutions while maintaining the highest standards of integrity and client service. The role emphasizes goals-based planning and ongoing financial coaching across savings,