Private Wealth Advisor — Holistic Financial Planning

Next Frontier Capital; Sedona (AZ); On-site; USD 120,000 - 160,000; Full time

Job summary

J.P. Morgan Chase invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and advice to individuals and families.

You will build a book of business, rely on relationships, and provide investment solutions. The role emphasizes integrity, client education, and leveraging digital tools to enhance the client experience.

Licensing requirements include Series 7 and Series 66, plus Life/Health/LTC licenses, with 60-day windows to obtain them.

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.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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. This will be done with a consistent focus on relationship management, not portfolio management
• 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

Client relationship management

Series 7

Series 66

Life, Health and LTC Insurance license

Financial planning

Education

Bachelor's degree

Job description

J.P. Morgan Chase invites you to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and advice to individuals and families.

You will build a book of business, rely on relationships, and provide investment solutions. The role emphasizes integrity, client education, and leveraging digital tools to enhance the client experience.

Licensing requirements include Series 7 and Series 66, plus Life/Health/LTC licenses, with 60-day windows to obtain them.