Private Client Wealth Advisor

Next Frontier Capital; United States; On-site; USD 90,000 - 160,000; Full time

Job summary

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

You will build lasting relationships and provide an exceptional investor experience across digital and in-branch channels. This role emphasizes goals-based planning, collaboration with partners, and the use of digital tools to help clients monitor and manage their investments.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in client acquisition and maintaining client relationships.
• Strong goals-based planning and investment advisory capabilities.
• Active Series 7 license.
• Active Series 66 license (63/65) or obtain within 60 days of start.
• Active Life, Health and Long Term Care Insurance licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels for monitoring investments.
• Provide a holistic view of clients’ needs beyond investments.
• Embrace digital tools to enhance client engagement and service.

Skills

Relationship building

Financial planning

Client acquisition

Advisory services

Education

Bachelor's degree

CFP (preferred)

Job description

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

You will build lasting relationships and provide an exceptional investor experience across digital and in-branch channels. This role emphasizes goals-based planning, collaboration with partners, and the use of digital tools to help clients monitor and manage their investments.