Wealth Advisor: Holistic Planning & Client Growth

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

The role centers on relationship management, advising clients, and leveraging a broad platform of investment products and digital tools. You will build and maintain client relationships, coordinate with partners, and deliver unbiased, holistic financial guidance while upholding the firm’s commitment to

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 license is required.

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 focusing on relationship management.
• Demonstrate 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 holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank anytime, anywhere.

Skills

Client acquisition

Relationship building

Financial planning

Industry knowledge

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

The role centers on relationship management, advising clients, and leveraging a broad platform of investment products and digital tools. You will build and maintain client relationships, coordinate with partners, and deliver unbiased, holistic financial guidance while upholding the firm’s commitment to