Private Client Wealth Advisor — Holistic Planning

Next Frontier Capital; United States; On-site; USD 80,000 - 140,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build relationships, collaborate with partners, and help clients monitor and adjust their plans using digital tools, while maintaining the firm's commitment to integrity and client focus.

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
• FEDERAL DEPOSIT INSURANCE ACT:

Responsibilities

• Champion and support 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 by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unquestioning 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

Series 7

Series 66

Licenses (Life, Health, LTC)

Financial advisory

Client relationship skills

Regulatory compliance

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build relationships, collaborate with partners, and help clients monitor and adjust their plans using digital tools, while maintaining the firm's commitment to integrity and client focus.