Private Client Wealth Advisor – Holistic Planning & Digital

Next Frontier Capital; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build long‑term client relationships and deliver personalized investment solutions through leadership and trusted referrals.

The role emphasizes advisory services, digital engagement, and a holistic view of clients’ financial needs, with a focus on integrity and service excellence.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting in role.
• Active Life, Health and Long Term Care license or must be obtained within 60 days of starting in role.

Responsibilities

• Champion and support your teammates’ success and the bank's goals, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound business judgment.
• Exhibit integrity that guides client decisions and actions.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic financial coaching beyond investments.
• Help clients become digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Understanding of financial markets

Integrity and ethics

Education

Bachelor's degree preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/Long-Term Care license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build long‑term client relationships and deliver personalized investment solutions through leadership and trusted referrals.

The role emphasizes advisory services, digital engagement, and a holistic view of clients’ financial needs, with a focus on integrity and service excellence.