Private Client Advisor – Wealth Management & Planning

Next Frontier Capital; United States; On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver invested solutions, grow a client book, and collaborate with partners to deepen client relationships.

The role emphasizes goals-based planning, financial markets insights, and educating clients on digital tools to monitor and manage investments, while upholding high integrity and client-first service.

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, Series 66 (63/65) license, and Life/Health/LTC insurance licenses (or obtain within 60 days).

Responsibilities

• Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
• Champion teammates’ success and foster a culture of diversity.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market knowledge

Integrity

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life, Health and LTC Insurance license

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver invested solutions, grow a client book, and collaborate with partners to deepen client relationships.

The role emphasizes goals-based planning, financial markets insights, and educating clients on digital tools to monitor and manage investments, while upholding high integrity and client-first service.