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 within Chase Wealth Management to provide comprehensive financial planning and guidance to individuals and families.

You will build a book of business and offer tailored investment solutions, while leveraging trusted referrals to deepen client relationships. The role emphasizes understanding markets, maintaining integrity, and educating clients on digital tools to monitor and manage investments, with a broad support network and total rewards

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.
• Active Series 7 license.
• Active Series 66 license (63/65) or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.
• CFP certification is 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 to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• 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 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 advice

Investment knowledge

Series 7 license

Series 66 license

Life/Health/LTC license

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 guidance to individuals and families.

You will build a book of business and offer tailored investment solutions, while leveraging trusted referrals to deepen client relationships. The role emphasizes understanding markets, maintaining integrity, and educating clients on digital tools to monitor and manage investments, with a broad support network and total rewards