Private Wealth Advisor — Relationship & Planning

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

Job summary

J.P. Morgan Chase in Riverside, CA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide tailored solutions, and coordinate with Chase partners to deepen client engagement while upholding the firm’s commitment to integrity and service excellence. Your role emphasizes goals-based planning, market insight, and leveraging digital tools to deliver a seamless investor

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 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm’s clients, focusing on relationship management rather than portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity & ethics

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase in Riverside, CA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build trusted relationships, provide tailored solutions, and coordinate with Chase partners to deepen client engagement while upholding the firm’s commitment to integrity and service excellence. Your role emphasizes goals-based planning, market insight, and leveraging digital tools to deliver a seamless investor