Wealth Advisor for Private Clients & Planning

Next Frontier Capital; Parma (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build and manage client relationships, provide investment solutions, and leverage digital channels to enhance the client experience. The role requires at least 2 years in a financial advisory role, active Series 7 and Series 66 licenses (or obtained within 60 days), and Life/Health/LTC licensing.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals‑based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 while focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that focuses on doing 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 become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase is hiring a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families within Chase Wealth Management.

You will build and manage client relationships, provide investment solutions, and leverage digital channels to enhance the client experience. The role requires at least 2 years in a financial advisory role, active Series 7 and Series 66 licenses (or obtained within 60 days), and Life/Health/LTC licensing.