Private Client Wealth Advisor

Next Frontier Capital; Fort Smith (AR); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Total rewards package

Health care coverage

On-site health/ wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families within Chase Wealth Management. You’ll build trust-based relationships, provide invested solutions, and collaborate with partners to meet client goals.

The role emphasizes integrity, client education on digital tools, and a holistic approach to clients’ financial needs in a dynamic banking environment.

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 through leadership and relationship-building, with focus on relationships.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their 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 how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial knowledge

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families within Chase Wealth Management. You’ll build trust-based relationships, provide invested solutions, and collaborate with partners to meet client goals.

The role emphasizes integrity, client education on digital tools, and a holistic approach to clients’ financial needs in a dynamic banking environment.