Strategic Private Client Advisor - Wealth Management

Next Frontier Capital; Norfolk (VA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build lasting client relationships, provide advised solutions, and collaborate with partners to deepen client engagement. The role emphasizes understanding financial markets, integrity, and helping clients monitor and manage their wealth using digital tools and guidance.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key colleagues.
• Commitment to goals-based financial planning and advice.
• Active Series 7 license and Series 66 license (60 days to obtain if not held).
• Active Life, Health and Long Term Care insurance licenses or to be obtained within 60 days.

Responsibilities

• Champion teammates’ success and foster a diverse culture while supporting bank goals.
• Build a client book and deliver personalized investment solutions through leadership and relationships.
• Demonstrate understanding of financial markets and sound business judgement.
• Uphold integrity and act in the best interest of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Leverage digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Relationship-building

Financial planning

Client acquisition

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

CFP certification preferred

Job description

J.P. Morgan Chase in Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment guidance for individuals and families.

You will build lasting client relationships, provide advised solutions, and collaborate with partners to deepen client engagement. The role emphasizes understanding financial markets, integrity, and helping clients monitor and manage their wealth using digital tools and guidance.