Private Client Wealth Planner

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

Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and partner with bank referrals to deepen client engagement. Requirements include 2+ years as a Financial Advisor, Series 7 and Series 66 licenses, and Life/Health/ LTC licenses (or obtained within 60 days).

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.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a relationship-management focus.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank when, where, and how they want.

Skills

Financial advisory

Client acquisition

Relationship building

Goals-based planning

Series 7 license

Series 66 license

Insurance licenses

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families.

You will build relationships, deliver personalized investment solutions, and partner with bank referrals to deepen client engagement. Requirements include 2+ years as a Financial Advisor, Series 7 and Series 66 licenses, and Life/Health/ LTC licenses (or obtained within 60 days).