Wealth Advisor: Personal Finance & Planning

Next Frontier Capital; State College (Centre County); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in the Chase Wealth Management division seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families.

You will build client relationships, leverage a broad platform, and deliver personalized solutions with a focus on holistic financial coaching. Applicants should have 2+ years in financial advisory, strong relationship skills, and active Series 7/66 licenses, plus relevant insurance licenses.

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 license.
• A valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• A valid and 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 through leadership and relationship-building.
• Offer comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients monitor and manage their investments.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advice

Financial markets knowledge

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

J.P. Morgan Chase in the Chase Wealth Management division seeks a Private Client Advisor to offer comprehensive financial planning and investment advice to individuals and families.

You will build client relationships, leverage a broad platform, and deliver personalized solutions with a focus on holistic financial coaching. Applicants should have 2+ years in financial advisory, strong relationship skills, and active Series 7/66 licenses, plus relevant insurance licenses.