Senior Private Wealth Advisor — Holistic Financial Planning

Next Frontier Capital; Beavercreek (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Incentive-based compensation

Comprehensive benefits package

Job summary

JPMorgan Chase is hiring a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You’ll build a strong client book, rely on leadership and relationships, and guide clients through digital tools to monitor and manage their investments.

The role emphasizes integrity, client education, and collaboration with partners, with opportunities for a broad range of banking and investment solutions across

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent experience.
• Proven success in acquiring clients and building relationships with partners.
• Commitment to goals-based planning and comprehensive financial advice.
• Active Series 7 license and Series 66 (63/65) or obtained within 60 days.
• Active Life, Health and Long Term Care insurance licenses or 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.
• Demonstrate understanding of financial markets and sound judgment.
• Educate clients on digital channels and monitoring their investments.
• Offer holistic financial coaching beyond investments.
• Foster diversity and collaborative team culture within the bank.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Digital client engagement

Licensing (Series 7)

Licensing (Series 66)

Life/Health/ LTC license

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase is hiring a Private Client Advisor for Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You’ll build a strong client book, rely on leadership and relationships, and guide clients through digital tools to monitor and manage their investments.

The role emphasizes integrity, client education, and collaboration with partners, with opportunities for a broad range of banking and investment solutions across