Private Client Wealth Advisor & Financial Planning

Next Frontier Capital; Columbus (MS); On-site; USD 90,000 - 150,000; Full time

Job summary

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

You will deliver advised solutions, cultivate client relationships, and coordinate with Chase partners to deepen engagement. You will build on a foundation of integrity, market knowledge, and the ability to educate clients on digital channels, helping them monitor and manage their investments

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 license.
• 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 clients focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that guides decisions in clients' best interests.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Financial planning

Regulatory knowledge

Communication skills

Education

Bachelor's degree (preferred)

CFP certification preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

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

You will deliver advised solutions, cultivate client relationships, and coordinate with Chase partners to deepen engagement. You will build on a foundation of integrity, market knowledge, and the ability to educate clients on digital channels, helping them monitor and manage their investments