Private Wealth Advisor - Holistic Planning & Relationships

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

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

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 personalized investment advice to individuals and families.

You will build trusted relationships and provide solutions that meet clients’ goals while upholding the firm’s commitment to integrity and client service. You will work with a team and partners to grow a book of business, stay current on markets, and guide clients through digital channels.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Must hold or obtain Series 7 license within 60 days of starting.
• Must hold or obtain Series 66 license (63/65) within 60 days of starting.
• Must hold or obtain Life, Health and Long Term Care license within 60 days of starting.
• CFP certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity and act in clients’ best interests.
• Educate clients on technology and channels to monitor, manage, and grow their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients access services anytime, anywhere.

Skills

Client acquisition

Relationship building

Financial planning

Market knowledge

Integrity

Education

Bachelor's degree preferred

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 personalized investment advice to individuals and families.

You will build trusted relationships and provide solutions that meet clients’ goals while upholding the firm’s commitment to integrity and client service. You will work with a team and partners to grow a book of business, stay current on markets, and guide clients through digital channels.