Strategic Private Wealth Advisor

Next Frontier Capital; United States; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards

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 in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions to individuals and families.

You will support a broad client base, from savers to high-net-worth households, delivering tailored investment guidance and leveraging Chase partner referrals to deepen client relationships. The role emphasizes relationship management, integrity, and education about technology-enabled investing, with a

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and education to clients.
• Foster client relationships and collaborate with partners across Chase.
• Demonstrate understanding of financial markets and sound judgement.
• Advocate for clients with integrity and fiduciary responsibility.
• Promote digital tools to help clients monitor and manage investments.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP preferred

Tools

Series 7

Series 66 (63/65)

Life, Health & LTC license

Job description

J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advised solutions to individuals and families.

You will support a broad client base, from savers to high-net-worth households, delivering tailored investment guidance and leveraging Chase partner referrals to deepen client relationships. The role emphasizes relationship management, integrity, and education about technology-enabled investing, with a