Private Client Wealth Advisor

Next Frontier Capital; Prosper (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver personalized investment solutions, leveraging a broad platform and digital tools to meet clients' financial needs.

You will build strong client relationships, work with partners, and uphold integrity while guiding clients through market changes and financial decisions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.
• CFP certification preferred; Bachelor’s degree preferred.

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.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain unwavering 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 become digitally confident and bank how they want.

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Integrity and fiduciary duty

Financial markets understanding

Education

CFP certification preferred

Bachelor’s degree preferred

Tools

Series 7

Series 66 (63/65)

Life, Health, and LTC license

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver personalized investment solutions, leveraging a broad platform and digital tools to meet clients' financial needs.

You will build strong client relationships, work with partners, and uphold integrity while guiding clients through market changes and financial decisions.