Private Client Wealth Advisor – Personal Planning

Next Frontier Capital; Des Moines (IA); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health insurance

On-site health center

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Des Moines, IA is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build and maintain client relationships, partner with specialists, and provide a high‑quality investor experience leveraging Chase tools. You will help clients monitor and adjust their investments, using digital channels and a client‑first approach while upholding the firm's commitment to integrity and

Qualifications

• Two or more years in a Financial Advisor role or equivalent experience.
• Series 7 active and Series 66 (63/65) active or obtained within 60 days.
• Life, Health and Long Term Care licenses active or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Promote integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to help clients bank anytime, anywhere.

Job description

J.P. Morgan Chase in Des Moines, IA is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment guidance to individuals and families.

You will build and maintain client relationships, partner with specialists, and provide a high‑quality investor experience leveraging Chase tools. You will help clients monitor and adjust their investments, using digital channels and a client‑first approach while upholding the firm's commitment to integrity and