Private Wealth Advisor: Holistic Planning & Growth

Next Frontier Capital; Paramus (NJ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care

Wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

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

You will build a book of business and rely on leadership and relationships to provide an exceptional investor experience with advised solutions and Chase partner referrals. A successful candidate has 2+ years as a financial advisor, active Series 7/66 licenses or the ability to obtain them, and a commitment to goals-based planning

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Champion and support your 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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 the firm's 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 relationships

Goals-based planning

Financial advisory

Regulatory licensure

Education

Bachelor's degree

CFP certification (preferred)

Job description

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

You will build a book of business and rely on leadership and relationships to provide an exceptional investor experience with advised solutions and Chase partner referrals. A successful candidate has 2+ years as a financial advisor, active Series 7/66 licenses or the ability to obtain them, and a commitment to goals-based planning