Private Client Wealth Advisor

Next Frontier Capital; Harrisburg (Dauphin County); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will partner with clients to understand goals, craft tailored strategies, and connect them with Chase specialists to expand wealth management relationships. The role emphasizes fiduciary client service, leveraging digital tools, and educating clients on monitoring and managing their investments.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven success in acquiring and maintaining clients and collaborating with partners
• Commitment to goals-based planning and providing informed advice
• Active Series 7 license is required
• Active Series 66 license (63/65) required or within 60 days of start
• Active Life, Health and Long Term Care insurance licenses required or within 60 days of start

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building
• Demonstrate deep understanding of financial markets and sound business judgement
• Demonstrate integrity and act in the best interest of clients
• Educate clients on technology and channels to monitor and manage investments
• Provide holistic financial coaching beyond investments
• Offer recommended solutions and referrals to deepen client relationships
• Embrace digital tools to empower clients to bank how, when, and where they want

Skills

Financial advisory

Client relationship

Relationship building

Goal-based planning

Financial markets

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will partner with clients to understand goals, craft tailored strategies, and connect them with Chase specialists to expand wealth management relationships. The role emphasizes fiduciary client service, leveraging digital tools, and educating clients on monitoring and managing their investments.