Private Wealth Advisor — Holistic Planning

Next Frontier Capital; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions.

The role emphasizes education of clients on digital channels, maintaining integrity, and leveraging technology to enhance the investor experience while serving as a trusted advisor across a broad range of financial needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license must be active; Series 66 license required or obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or obtained within 60 days of starting.
• Proven success in client acquisition and maintaining client relationships.
• Ability to provide goals-based financial planning and advice.

Responsibilities

• Champion and support 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 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 acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Integrity/ethics

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering tailored investment solutions.

The role emphasizes education of clients on digital channels, maintaining integrity, and leveraging technology to enhance the investor experience while serving as a trusted advisor across a broad range of financial needs.