Private Wealth Advisor: Holistic Planning & Relationships

Next Frontier Capital; North Richland Hills (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and guidance to individuals and families, helping them grow and protect wealth with tailored investment solutions and referrals to deepen client relationships.

The role emphasizes integrity, deep markets knowledge, and the ability to educate clients on digital tools to monitor and manage their investments, while building a robust book of business.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 required.
• Active Series 66 (63/65) required or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building and leadership.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Uphold high integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage their investments.
• Offer comprehensive financial coaching beyond investments.

Skills

Financial Advisor

Client acquisition

Relationship management

Goals-based planning

Market knowledge

Integrity

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and guidance to individuals and families, helping them grow and protect wealth with tailored investment solutions and referrals to deepen client relationships.

The role emphasizes integrity, deep markets knowledge, and the ability to educate clients on digital tools to monitor and manage their investments, while building a robust book of business.