Private Wealth Advisor — Holistic Planning & Relationships

Next Frontier Capital; New Jersey; On-site; USD 100,000 - 180,000; Full time

Job summary

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, offer advised solutions, and deepen client relationships through leadership and collaboration with partners. The role emphasizes relationship management, investment coaching beyond portfolios, and leveraging digital tools to enhance client experience.

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, and integrating with key partners.
• Demonstrated ability and 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

• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills.
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Foster a culture of integrity and doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments

Skills

Client relationship mgmt

Business development

Financial planning

Series 7 license

Series 66 license

Insurance license: Life/Health/LTC

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.

You will build a book of business, offer advised solutions, and deepen client relationships through leadership and collaboration with partners. The role emphasizes relationship management, investment coaching beyond portfolios, and leveraging digital tools to enhance client experience.