Private Client Advisor: Wealth Planning & Digital Solutions

Next Frontier Capital; New York (NY); On-site; USD 90,000 - 160,000; Full time

Job summary

JPMorgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build and manage client relationships, work with partners, and navigate markets with integrity while embracing digital tools to deliver tailored solutions.

The role requires licensing (Series 7 and 66) and a fiduciary mindset, with CFP preferred and a bachelor’s degree.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Valid Series 7 license (active).
• Valid Series 66 (63/65) or obtained within 60 days of start.
• Valid Life/Health/LTC license or obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound judgment.
• Exhibit integrity and fiduciary standards toward clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic client needs analysis and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Financial planning

Series 7 license

Series 66 license

Life health long-term care license

Education

CFP (preferred)

Bachelor’s degree preferred

Job description

JPMorgan Chase's Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build and manage client relationships, work with partners, and navigate markets with integrity while embracing digital tools to deliver tailored solutions.

The role requires licensing (Series 7 and 66) and a fiduciary mindset, with CFP preferred and a bachelor’s degree.