Wealth Advisor: Holistic Planning & Digital Tools

Next Frontier Capital; Town of Texas (WI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, educate clients on digital tools, and provide an exceptional investor experience tailored to various wealth levels.

The role emphasizes integrity, client focus, and cross‑team collaboration to deepen client relationships and expand the advisory book.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Educate clients on technology and channels to monitor and manage investments.
• Foster relationships and collaborate with key partners to grow client base.
• Demonstrate deep understanding of financial markets and sound judgment.

Job description

JPMorgan Chase in the United States is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, educate clients on digital tools, and provide an exceptional investor experience tailored to various wealth levels.

The role emphasizes integrity, client focus, and cross‑team collaboration to deepen client relationships and expand the advisory book.