Wealth Advisor & Holistic Planning Specialist

Next Frontier Capital; Scarborough (ME); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management. You will deliver comprehensive financial planning and personalized investment solutions to individual clients and families, leveraging leadership and relationship-building to grow a book of business.

The role emphasizes fiduciary client service, strong market knowledge, and the ability to educate clients on digital tools and channels for monitoring and managing their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days.
• Active Life, Health and Long Term Care insurance license required or must be obtained within 60 days.
• Bachelor’s degree preferred; CFP certification preferred.

Responsibilities

• Provide comprehensive financial planning and advice to individuals and families.
• Build a book of business and deliver investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of client needs and financial coaching beyond investments.
• Leverage digital tools to enable clients to bank anytime, anywhere.

Skills

Financial advisor experience

Client acquisition

Relationship building

Goal-based planning

Series 7 license

Series 66 license

Life/Health/Long-Term Care license

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Advisor to join Chase Wealth Management. You will deliver comprehensive financial planning and personalized investment solutions to individual clients and families, leveraging leadership and relationship-building to grow a book of business.

The role emphasizes fiduciary client service, strong market knowledge, and the ability to educate clients on digital tools and channels for monitoring and managing their investments.