Strategic Wealth Advisor for Private Clients

Next Frontier Capital; Forney (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build lasting client relationships, uncover opportunities through referrals, and provide tailored investment solutions to meet diverse financial goals. The role emphasizes integrity, client education, and leveraging digital channels to enhance the investor experience while collaborating with partners across

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and work with partners.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and investment guidance to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Act with integrity and prioritize client interests.
• Educate clients on technology and channels to monitor investments.
• Offer holistic view of client needs and financial coaching beyond investments.
• Embrace digital tools to enable clients to bank anywhere.

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families.

You will build lasting client relationships, uncover opportunities through referrals, and provide tailored investment solutions to meet diverse financial goals. The role emphasizes integrity, client education, and leveraging digital channels to enhance the investor experience while collaborating with partners across