Private Wealth Advisor

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

Benefits offered by this job

Health benefits

Retirement plan

On-site wellness centers

Backup childcare

Tuition reimbursement

Mental health support

Job summary

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

You will build relationships, provide advised solutions, and collaborate with partners to deepen client engagement. The role emphasizes understanding markets, integrity, and coaching clients on digital tools to monitor and manage their investments.

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 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• This position is subject to Section 19 of the Federal Deposit Insurance Act.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• 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 innovations to help clients be digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Financial planning

Goal-based planning

Education

Bachelor's degree

CFP certification preferred

Tools

CRM software

Portfolio analysis tools

Job description

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

You will build relationships, provide advised solutions, and collaborate with partners to deepen client engagement. The role emphasizes understanding markets, integrity, and coaching clients on digital tools to monitor and manage their investments.