Private Client Advisor: Wealth Planning & Digital Solutions

Next Frontier Capital; United States; On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health centers

Tuition reimbursement

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships through trusted investment solutions and coordinated referrals.

This role requires strong relationship management, knowledge of financial markets, and adherence to high ethical standards, with licenses (Series 7, 66, life/health/LTC) and a commitment to diversity and client service.

Responsibilities

• Champion and support 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 clients through leadership and relationship-building
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and do right by clients
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank where and how they want

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships through trusted investment solutions and coordinated referrals.

This role requires strong relationship management, knowledge of financial markets, and adherence to high ethical standards, with licenses (Series 7, 66, life/health/LTC) and a commitment to diversity and client service.