Wealth Advisor: Personal Finance & Planning

Next Frontier Capital; Gainesville (FL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

On-site wellness centers

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide tailored investment solutions, and deepen client relationships through trusted guidance and referrals. The role emphasizes relationship management, investment advice, and educating clients on digital tools to monitor and manage their finances, with a strong commitment to diversity and

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.

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 clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that supports doing right by clients at every opportunity.
• Educate clients on technology and channels available to monitor, maintain, and manage 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 building

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will build a book of business, provide tailored investment solutions, and deepen client relationships through trusted guidance and referrals. The role emphasizes relationship management, investment advice, and educating clients on digital tools to monitor and manage their finances, with a strong commitment to diversity and