Private Wealth Advisor: Holistic Planning & Growth

Next Frontier Capital; Mechanicsville (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary plus commission

Incentive compensation

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build lasting relationships, deliver personalized investment solutions, and help clients monitor and manage their investments through digital tools. The role emphasizes client acquisition, strategic planning, and collaboration with partners to deepen client engagements.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses required, or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required, or must be obtained within 60 days of starting.
• Ability to provide goals-based planning and advice.
• Proven ability to acquire clients and build relationships with key partners.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on leadership and relationship-building.
• Provide holistic investor experience with advised solutions and referrals.
• Demonstrate knowledge of financial markets and sound business judgement.
• Maintain integrity and client-first mindset in all interactions.
• Educate clients on technology and channels to monitor and manage investments.
• Offer comprehensive financial planning beyond investments.

Skills

Series 7

Series 66

Financial advisory

Client acquisition

Relationship management

Financial planning

Goals-based planning

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice for individuals and families.

You will build lasting relationships, deliver personalized investment solutions, and help clients monitor and manage their investments through digital tools. The role emphasizes client acquisition, strategic planning, and collaboration with partners to deepen client engagements.