Private Wealth Advisor

Next Frontier Capital; United States; On-site; USD 75,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in the United States. You will offer comprehensive financial planning and advice to individuals and families, building strong client relationships and delivering personalized investment solutions.

The role emphasizes goals-based planning, integration with key partners, and a commitment to integrity and client-focused service. You will leverage digital tools to enhance client experiences and expand your advisory

Qualifications

• 2+ years in a financial advisor role or equivalent experience.
• Proven success in client acquisition and relationship cultivation.
• Commitment to goals-based planning and advice.
• Licenses required: Series 7, Series 66 (or 63/65) and Life/Health/LTC; must obtain within 60 days of start.

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 to your clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity focused on doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Education

Series 7 license

Series 66 license (or 63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in the United States. You will offer comprehensive financial planning and advice to individuals and families, building strong client relationships and delivering personalized investment solutions.

The role emphasizes goals-based planning, integration with key partners, and a commitment to integrity and client-focused service. You will leverage digital tools to enhance client experiences and expand your advisory