Private Wealth Advisor: Holistic Planning & Digital

Next Frontier Capital; Montclair (NJ); On-site; USD 85,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in New Jersey seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families through Chase Wealth Management.

You will build strong client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement while maintaining the firm’s commitment to integrity and service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven ability to acquire and maintain clients and collaborate with partners
• Commitment to goals-based planning and advice

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate understanding of financial markets and sound judgment
• Operate with integrity and client-first mindset
• Educate clients on technology and channels to monitor investments
• Offer holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital tools to help clients be digitally confident

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Education

CFP certification

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in New Jersey seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families through Chase Wealth Management.

You will build strong client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement while maintaining the firm’s commitment to integrity and service.