Wealth Advisor: Personal Finance & Digital Planning

Next Frontier Capital; United States; On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Health insurance

On-site health & wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients grow, protect, and optimize their wealth through trusted advisor relationships and tailored solutions.

The role emphasizes relationship management, industry knowledge, and adherence to regulatory standards, with a focus on educating clients about digital tools and channels for managing their

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.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• This position is subject to Section 19 of the Federal Deposit Insurance Act.

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 to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial planning

Investment knowledge

Sales & advisory

Regulatory compliance

Education

CFP certification

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will help clients grow, protect, and optimize their wealth through trusted advisor relationships and tailored solutions.

The role emphasizes relationship management, industry knowledge, and adherence to regulatory standards, with a focus on educating clients about digital tools and channels for managing their