Wealth Advisor: Holistic Planning and Client Growth

Next Frontier Capital; Town of Florida (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

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

You will build strong client relationships, rely on leadership, and deliver advisory solutions while leveraging digital channels for client empowerment. This role emphasizes goals-based planning, integrity, and ongoing collaboration with partners to deepen client relationships across a broad suite of financial

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses active or must be obtained within 60 days of starting.
• Life, Health and Long Term Care licenses active or to be obtained within 60 days.
• CFP certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions based on relationship management.
• Demonstrate deep knowledge of financial markets and sound business judgement.
• Maintain integrity and do what is right for clients.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Encourage digital adoption to help clients be digitally confident

Skills

Client relationship

Financial planning

Advising clients

Sales & business development

Regulatory compliance

Communication

Education

Bachelor's degree preferred

Job description

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

You will build strong client relationships, rely on leadership, and deliver advisory solutions while leveraging digital channels for client empowerment. This role emphasizes goals-based planning, integrity, and ongoing collaboration with partners to deepen client relationships across a broad suite of financial