Private Client Wealth Advisor - Relationship-Driven

Next Frontier Capital; Lubbock (TX); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, expand a book of business, and guide clients through a broad range of wealth management offerings with integrity and client-centric advisory services. Ideal candidates have 2+ years in financial advisory roles, active Series 7 and Series 66

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Success in client acquisition and maintaining client relationships.
• Experience with goals-based planning and financial advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Promote digital tools to help clients bank digitally.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial planning knowledge

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and tailored investment solutions for individuals and families.

You will build relationships, expand a book of business, and guide clients through a broad range of wealth management offerings with integrity and client-centric advisory services. Ideal candidates have 2+ years in financial advisory roles, active Series 7 and Series 66