Private Client Advisor: Wealth Planning & Growth

Next Frontier Capital; Port Orchard (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business and deliver personalized investment solutions, relying on leadership and relationship-building skills rather than portfolio management. This role requires at least 2 years in a financial advisory role, a valid Series 7 and Series 66, and Life/Health/LTC licenses or the ability to obtain

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 required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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.
• 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 monitor 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

Client acquisition

Relationship management

Financial markets knowledge

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business and deliver personalized investment solutions, relying on leadership and relationship-building skills rather than portfolio management. This role requires at least 2 years in a financial advisory role, a valid Series 7 and Series 66, and Life/Health/LTC licenses or the ability to obtain