Private Wealth Advisor: Holistic Financial Planning

Next Frontier Capital; High Point (NC); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

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

You will build a client book, deliver tailored investment solutions, and rely on leadership and partnerships to deepen client relationships. You will guide clients through markets with integrity, educate them on digital channels, and offer holistic financial coaching beyond investments, while collaborating with teams

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.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Foster a culture of integrity and client-first service.
• Demonstrate understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Support clients in becoming digitally confident and using bank services conveniently.
• Collaborate with Chase Wealth Management teammates to meet client needs.

Skills

Financial advisor experience

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Education

Bachelor's degree (preferred)

Job description

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

You will build a client book, deliver tailored investment solutions, and rely on leadership and partnerships to deepen client relationships. You will guide clients through markets with integrity, educate them on digital channels, and offer holistic financial coaching beyond investments, while collaborating with teams