Private Client Advisor: Wealth Planning & Relationships

Next Frontier Capital; Salt Lake City (UT); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, offer invested solutions, and coordinate with partners to deepen client engagement. The role emphasizes integrity, market understanding, and the ability to educate clients on digital tools and channels for managing investments.

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.

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 the firm's clients, focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgment
• 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 the firm's 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

Goals-based planning

Financial markets knowledge

Sales aptitude

Education

Bachelor’s degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, offer invested solutions, and coordinate with partners to deepen client engagement. The role emphasizes integrity, market understanding, and the ability to educate clients on digital tools and channels for managing investments.