Wealth Advisor: Personal Finance & Relationships

Next Frontier Capital; Sioux Falls (SD); On-site; USD 90,000 - 130,000; Full time

Job summary

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

You will build trusted relationships and provide tailored solutions that meet clients' evolving needs. You will work with a broad product platform, stay current on market trends, and coordinate with partners to deliver an exceptional investor experience while upholding the firm’s commitment to integrity

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 license is required and Series 66 (63/65) must be obtained within 60 days of starting.
• Life, Health and Long-Term Care Insurance licenses required or must be obtained within 60 days.
• CFP certification is preferred; Bachelor's degree is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate sound market understanding and strong business judgement.
• Maintain integrity and ensure clients are well-served with digital tools.
• Educate clients on technology and channels for monitoring investments.
• Offer a holistic view of clients’ needs beyond investments.

Skills

Relationship management

Financial planning

Client acquisition

Series 7

Series 66

Licenses: Life/Health/LTC

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 investment guidance to individuals and families in Sioux Falls.

You will build trusted relationships and provide tailored solutions that meet clients' evolving needs. You will work with a broad product platform, stay current on market trends, and coordinate with partners to deliver an exceptional investor experience while upholding the firm’s commitment to integrity