Private Wealth Advisor for Families

Next Frontier Capital; Hilliard (OH); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

On-site wellness

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 build relationships, deliver investment solutions, and help clients meet their financial goals through a personalized, coordinated approach. The role emphasizes integrity, client education on digital channels, and a holistic view of clients’ financial needs, with the aim of delivering superior investor experiences across

Qualifications

• Minimum 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.
• Licenses: Series 7, Series 66 (63/65) and Life/Health/LTC licenses, or must obtain within 60 days of starting.

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 by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle 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

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

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 build relationships, deliver investment solutions, and help clients meet their financial goals through a personalized, coordinated approach. The role emphasizes integrity, client education on digital channels, and a holistic view of clients’ financial needs, with the aim of delivering superior investor experiences across