Private Wealth Advisor: Holistic Planning & Digital Tools

Next Frontier Capital; United States; On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, operating as Chase Wealth Management, seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build a trusted client relationship and deliver tailored investment solutions through Chase referrals, supporting clients from savers to high-net-worth individuals. The role emphasizes client acquisition, market understanding, integrity, and educating clients on digital tools to monitor their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Ability to deliver goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (or must be obtained within 60 days of starting).
• Active Life, Health and Long Term Care Insurance license (or must be obtained within 60 days).

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Promote digital tools and channels to help clients monitor investments.
• Offer holistic view of clients’ needs and financial coaching beyond investments.
• Foster an inclusive culture and support team success.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets knowledge

Advisory skills

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase, operating as Chase Wealth Management, seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will build a trusted client relationship and deliver tailored investment solutions through Chase referrals, supporting clients from savers to high-net-worth individuals. The role emphasizes client acquisition, market understanding, integrity, and educating clients on digital tools to monitor their investments.