Private Wealth Advisor - Holistic Financial Planning

Next Frontier Capital; United States; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Tuition reimbursement

Retirement savings plan

Job summary

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

You will build trusted client relationships, collaborating with partners to deepen engagement across Chase’s wealth platforms. The role emphasizes goals-based planning, fiduciary integrity, and helping clients monitor and manage investments using digital tools.

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.
• FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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 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

Relationship building

Financial planning

Investment knowledge

Sales & referrals

Regulatory compliance

Education

Bachelor's degree preferred

CFP certification preferred

Job description

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

You will build trusted client relationships, collaborating with partners to deepen engagement across Chase’s wealth platforms. The role emphasizes goals-based planning, fiduciary integrity, and helping clients monitor and manage investments using digital tools.