Private Client Wealth Advisor: Holistic Planning & Growth

Next Frontier Capital; Powell (OH); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build and maintain relationships, deliver advised solutions, and refer partners to deepen client engagement, while prioritizing integrity and client outcomes.

You will guide clients through a broad range of financial needs with a focus on education and digital access, delivering a high-touch, advisor-led experience.

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.
• Active Series 7 license.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.

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 focusing on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients stay digitally confident.

Skills

Financial advisor experience

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families. You will build and maintain relationships, deliver advised solutions, and refer partners to deepen client engagement, while prioritizing integrity and client outcomes.

You will guide clients through a broad range of financial needs with a focus on education and digital access, delivering a high-touch, advisor-led experience.