Private Wealth Advisor: Holistic Planning & Relationships

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

Job summary

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

You will build lasting relationships, provide tailored investment solutions, and leverage digital tools to enhance the client experience. The role requires strong relationship skills, a track record of client acquisition, and active securities licenses (Series 7 and 66) with capability to obtain others within 60 days, plus a

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-based advice.
• Provide comprehensive financial planning and investment guidance to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain the highest integrity and client-focused service at all times.
• Educate clients on digital tools to monitor and manage investments.
• Offer holistic financial coaching beyond investments and leverage partnerships.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

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 seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build lasting relationships, provide tailored investment solutions, and leverage digital tools to enhance the client experience. The role requires strong relationship skills, a track record of client acquisition, and active securities licenses (Series 7 and 66) with capability to obtain others within 60 days, plus a