Private Client Advisor: Wealth Planning & Digital Investing

Next Frontier Capital; United States; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide investment solutions, and rely on leadership and relationship-building skills to deepen client relationships through Chase referrals and JPMS collaboration. The role requires at least 2 years as a Financial Advisor or equivalent, licenses (Series 7, Series 66), and

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.
• 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.
• FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries

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

Series 7 license

Series 66 license (63/65)

Life/Health Insurance license

Client acquisition

Relationship-building

Financial planning

Industry knowledge of financialmarkets

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide investment solutions, and rely on leadership and relationship-building skills to deepen client relationships through Chase referrals and JPMS collaboration. The role requires at least 2 years as a Financial Advisor or equivalent, licenses (Series 7, Series 66), and