Wealth Advisor: Holistic Planning & Client Growth

Next Frontier Capital; Arlington (TX); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

J.P. Morgan 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 client relationships and deliver personalized investment solutions, collaborating with partners to deepen engagement.

You will educate clients on technology channels to monitor and manage investments, uphold fiduciary standards, and contribute to a culture of service and inclusion.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) licenses or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Champions teammates and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and do right by clients.
• Educate clients on technology channels to monitor and manage investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care license

Job description

J.P. Morgan 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 client relationships and deliver personalized investment solutions, collaborating with partners to deepen engagement.

You will educate clients on technology channels to monitor and manage investments, uphold fiduciary standards, and contribute to a culture of service and inclusion.