Private Client Advisor: Wealth Planning & Digital Solutions

Next Frontier Capital; Greenville (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

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 build strong client relationships, deliver investment solutions, and partner with referrals to deepen client engagement.

You will champion a culture of diversity, uphold integrity, and educate clients on digital tools to monitor and manage their investments, shaping an exceptional investor experience.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) or obtain within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Demonstrate integrity and client-centric service in all interactions.
• Educate clients on technology and channels to monitor and manage investments.

Skills

2+ years experience

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree preferred

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 build strong client relationships, deliver investment solutions, and partner with referrals to deepen client engagement.

You will champion a culture of diversity, uphold integrity, and educate clients on digital tools to monitor and manage their investments, shaping an exceptional investor experience.