Private Wealth Advisor: Holistic Planning & Digital Growth

Next Frontier Capital; Bismarck (ND); On-site; USD 80,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions.

You will use your relationship-building skills, financial market knowledge, and integrity to guide clients through advised solutions and digital channels, while helping them monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Must hold Series 7 and Series 66 licenses or obtain within 60 days of starting.
• Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Grow a book of business and deliver personalized investment solutions.
• Build relationships through leadership and client service, not portfolio only.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of clients' needs beyond investments.
• Leverage digital tools to help clients bank how and when they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity and ethics

Digital advisory awareness

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management. You will provide comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions.

You will use your relationship-building skills, financial market knowledge, and integrity to guide clients through advised solutions and digital channels, while helping them monitor and manage their investments.