Private Wealth Advisor - Holistic Financial Planning

Next Frontier Capital; Prescott Valley (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement. You will need at least 2 years in a financial advisory role, hold a Series 7 and Series 66 (63/65) licenses or obtain them within 60 days, and maintain Life, Health and Long-Term Care

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 (63/65) or obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and advice across a broad range of needs.
• Demonstrate knowledge of financial markets and sound judgment.
• Maintain integrity and focus on doing right by clients at every opportunity.
• Educate clients on technology and digital channels for monitoring investments.

Skills

Relationship-building

Financial planning

Client acquisition

Goals-based planning

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

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

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement. You will need at least 2 years in a financial advisory role, hold a Series 7 and Series 66 (63/65) licenses or obtain them within 60 days, and maintain Life, Health and Long-Term Care