Seacoast Private Client Advisor NH Wealth Solutions

JPMorganChase; Dover (NH); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build a book of business, leverage partners, and provide investment solutions with a focus on client relations and comprehensive planning. You will hold required licenses (Series 7, Series 66) and insurance credentials, with CFP certification preferred; a bachelor’s degree is desirable.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and collaborate with partners.
• Strong commitment to goals-based planning and financial advice.
• Active Series 7 license; Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Collaborate with partners to deepen client relationships.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments and access services.
• Support a culture of diversity and client-first service.

Skills

Relationship management

Goals-based planning

Financial advisory experience

Client acquisition

Education

Bachelor's degree

CFP certification (preferred)

Series 7 license

Series 66 license

Life, Health and LTC insurance license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build a book of business, leverage partners, and provide investment solutions with a focus on client relations and comprehensive planning. You will hold required licenses (Series 7, Series 66) and insurance credentials, with CFP certification preferred; a bachelor’s degree is desirable.