Wealth Advisor for Private Clients & Financial Planning

Next Frontier Capital; Cape Coral (FL); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase, within Chase Wealth Management, seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will support a broad client base, deliver advised solutions, and deepen client relationships through referrals and partnerships. You will apply knowledge of financial markets, maintain high integrity, and educate clients on digital tools to monitor and manage investments, while contributing to a diverse, inclusive culture at the

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship management with key partners.
• Commitment to goals-based planning and advice for clients.
• Active Series 7 and Series 66 licenses or obtained within 60 days of start.
• Active Life, Health and Long-Term Care licenses or obtained within 60 days.

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 via leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Education

Series 7 license

Series 66 (63/65) license

Life, Health and LTC insurance licenses

CFP certification

Bachelor's degree preferred

Job description

J.P. Morgan Chase, within Chase Wealth Management, seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families.

You will support a broad client base, deliver advised solutions, and deepen client relationships through referrals and partnerships. You will apply knowledge of financial markets, maintain high integrity, and educate clients on digital tools to monitor and manage investments, while contributing to a diverse, inclusive culture at the