Private Client Wealth Advisor | Holistic Financial Planning

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

Benefits offered by this job

Health benefits

On-site health and wellness centers

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and tailored investment advice to individuals and families.

You will build a book of business, rely on leadership and relationship-building skills, and deliver an elevated investor experience through advised solutions and referrals. You will work to deepen client relationships, educate clients on digital tools, and provide holistic financial coaching beyond

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients monitor and manage investments.

Skills

Client relationships

Relationship-building

Financial planning

Client acquisition

Series 7

Series 66

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 tailored investment advice to individuals and families.

You will build a book of business, rely on leadership and relationship-building skills, and deliver an elevated investor experience through advised solutions and referrals. You will work to deepen client relationships, educate clients on digital tools, and provide holistic financial coaching beyond