Wealth Advisor: Holistic Planning & Client Relationships

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

Benefits offered by this job

Competitive compensation

Health benefits

Retirement plan

Tuition reimbursement

Mental health support

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 a book of business and deliver tailored investment solutions, leveraging leadership and strong client relationships. The role emphasizes a deep understanding of markets, integrity, and educating clients on digital tools to monitor and manage their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to acquire clients, build relationships, and partner with key teams.
• Active Series 7 license required; Series 66 within 60 days of start; Life/Health/LTC license required or within 60 days.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions; focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients’ best interests.
• Educate clients on technology/channels to monitor and manage investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial markets understanding

Integrity

Education

Series 7 license

Series 66 license

Life, Health and LTC 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 a book of business and deliver tailored investment solutions, leveraging leadership and strong client relationships. The role emphasizes a deep understanding of markets, integrity, and educating clients on digital tools to monitor and manage their investments.