Private Wealth Advisor - Holistic Financial Planning

Next Frontier Capital; Rio Rancho (NM); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes integrity, client education on tools and channels, and a holistic view of clients’ financial needs with a focus on digital enablement.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Valid Series 7 and Series 66 (63/65) licenses or must be obtained within 60 days.
• Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days.
• CFP certification and Bachelor's degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions with leadership and relationship-building.
• Demonstrate understanding of financial markets and sound business judgement.
• Provide holistic client needs assessment and financial coaching beyond investments.
• Embrace digital channels to help clients monitor and manage their investments.
• Foster diversity and support teammates to achieve bank goals.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and client service

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/ LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, offer advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes integrity, client education on tools and channels, and a holistic view of clients’ financial needs with a focus on digital enablement.