Private Wealth Advisor

Next Frontier Capital; Savannah (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will provide advised solutions, leveraging a broad investment platform and cross-functional partnerships to deepen client relationships.

You will build a book of business, demonstrate solid market knowledge, and maintain the highest fiduciary standards while guiding clients through diverse investment needs and digital tools.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 license.
• Active Series 66 license (63/65) or obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtained within 60 days.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions with relationship management focus
• 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 become more digitally confident

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Digital literacy

Education

Bachelor’s degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will provide advised solutions, leveraging a broad investment platform and cross-functional partnerships to deepen client relationships.

You will build a book of business, demonstrate solid market knowledge, and maintain the highest fiduciary standards while guiding clients through diverse investment needs and digital tools.