Private Wealth Advisor: Personal Planning & Digital Solutions

Next Frontier Capital; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will leverage a broad product platform and digital channels to meet clients where they are.

The role emphasizes relationship management, integrity, and collaboration with partners to grow a book of business while guiding clients through markets with sound judgment and ongoing education.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care licenses or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Demonstrate integrity and sound judgment in all client interactions.
• Collaborate with partners to deepen client relationships and referrals.
• Foster a culture of diversity and inclusion while supporting team success.

Skills

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Relationship building

Financial planning

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families. You will leverage a broad product platform and digital channels to meet clients where they are.

The role emphasizes relationship management, integrity, and collaboration with partners to grow a book of business while guiding clients through markets with sound judgment and ongoing education.