Private Wealth Advisor & Client Growth

Next Frontier Capital; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

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

The role centers on relationship-building, delivering tailored investment solutions, and leveraging partnerships to deepen client relationships. The position requires active securities licenses (Series 7 and Series 66) or enrollment to obtain them within 60 days, plus a Life/Health/LTC license.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licensure as a Series 7 and Series 66 (or must be obtained within 60 days).
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.

Skills

Relationship building

Client acquisition

Financial knowledge

Goal-based planning

Digital literacy

Education

Bachelor's degree preferred

Tools

Series 7

Series 66 (63/65) license

Life, Health and LTC Insurance license

Job description

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

The role centers on relationship-building, delivering tailored investment solutions, and leveraging partnerships to deepen client relationships. The position requires active securities licenses (Series 7 and Series 66) or enrollment to obtain them within 60 days, plus a Life/Health/LTC license.