Private Client Wealth Advisor: Plan & Grow

Next Frontier Capital; Warren (OH); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagement.

The role requires active Series 7 and Series 66 licenses or eligibility, plus Life, Health and Long-Term Care licenses. A Bachelor’s degree is preferred, and CFP certification is advantageous.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and guidance to clients.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and client-focused service at all times.
• Educate clients on digital tools and channels for monitoring investments.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification (preferred)

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build strong client relationships, deliver personalized investment solutions, and collaborate with Chase partners to deepen client engagement.

The role requires active Series 7 and Series 66 licenses or eligibility, plus Life, Health and Long-Term Care licenses. A Bachelor’s degree is preferred, and CFP certification is advantageous.