Private Client Wealth Advisor - Digital & Holistic Planning

Next Frontier Capital; New Jersey; On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships to deliver advised solutions and leverage Chase partner referrals to deepen client connections.

The role emphasizes risk-aware guidance, education on digital tools, and a holistic view of client needs. You will operate in a dynamic team environment with a focus on integrity and client-centric

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 to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the firm's 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-building

Goals-based planning

Financial planning

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66

Life/Health/ LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships to deliver advised solutions and leverage Chase partner referrals to deepen client connections.

The role emphasizes risk-aware guidance, education on digital tools, and a holistic view of client needs. You will operate in a dynamic team environment with a focus on integrity and client-centric