Wealth Advisor - Client Relationships & Financial Planning

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

Benefits offered by this job

Health insurance

Retirement plan

Performance-based bonus

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver advised solutions, and refer partners to deepen client connections, while upholding the firm’s commitment to diversity and inclusion.

In this role you will guide clients through investment choices, monitor market developments, and help them achieve their long-term financial goals with a

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses required or must be obtained within 60 days of starting in the role as a condition of employment.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role as a condition of employment.
• Strong client acquisition and relationship-management skills.
• Familiarity with goals-based planning and investment advice.
• Background check pursuant to Federal Deposit Insurance Act regulations.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Digital adoption

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build trusted relationships, deliver advised solutions, and refer partners to deepen client connections, while upholding the firm’s commitment to diversity and inclusion.

In this role you will guide clients through investment choices, monitor market developments, and help them achieve their long-term financial goals with a