Private Client Wealth Strategist

Next Frontier Capital; Worthington (OH); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance to individuals and families, helping clients meet their financial goals with a broad range of solutions.

You will build a book of business, collaborate with specialists, and leverage digital tools to monitor and manage client investments while upholding a commitment to integrity, service, and inclusion.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent
• Proven ability to acquire clients and maintain relationships
• Knowledge of goals-based planning and investment advice
• Active Series 7 license required
• Active Series 66 license or obtain within 60 days of starting
• Active Life/Health and Long-Term Care license or obtain within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide comprehensive financial planning and advice
• Demonstrate strong understanding of financial markets and judgment
• Maintain client relationships with integrity
• Educate clients on technology and channels to monitor investments
• Provide holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to enable clients to bank anytime

Skills

Series 7

Series 66 (63/65)

Life/Health/LTC license

Relationship-building

Client acquisition

Financial planning

Education

Bachelor's degree preferred

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance to individuals and families, helping clients meet their financial goals with a broad range of solutions.

You will build a book of business, collaborate with specialists, and leverage digital tools to monitor and manage client investments while upholding a commitment to integrity, service, and inclusion.