Private Client Wealth Advisor & Financial Planner

Next Frontier Capital; United States; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, from new savers to high-net-worth clients.

You will cultivate client relationships, partner with specialists, and leverage digital tools to deliver tailored investment solutions while maintaining the highest standards of integrity and service.

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 management

Goals-based planning

Financial planning

Investment solutions

Digital channels

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families, from new savers to high-net-worth clients.

You will cultivate client relationships, partner with specialists, and leverage digital tools to deliver tailored investment solutions while maintaining the highest standards of integrity and service.