Wealth Advisor: Personal Financial Planning

Next Frontier Capital; Catonsville (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build relationships with clients, leverage a broad product platform, and guide clients through digital tools for monitoring and managing their investments.

The role emphasizes integrity, client acquisition, and partnerships with Chase partners to deepen client relationships, while supporting a

Qualifications

• 2+ years in Financial Advisor role or equivalent experience
• Active Series 7 license required
• Active Series 66 (63/65) license required or to be obtained within 60 days
• Active Life/Health/Long Term Care license required or to be obtained within 60 days

Responsibilities

• Build a book of business and deliver personalized investment solutions
• Provide holistic financial planning and advice to individuals and families
• Demonstrate understanding of financial markets and sound judgment
• Maintain integrity and focus on doing right by clients
• Educate clients on technology and channels to monitor investments
• Provide financial coaching beyond investments
• Embrace digital tools to enhance client experiences

Skills

Client acquisition

Relationship building

Financial planning

Market awareness

Education

Bachelor’s degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions for individuals and families. You will build relationships with clients, leverage a broad product platform, and guide clients through digital tools for monitoring and managing their investments.

The role emphasizes integrity, client acquisition, and partnerships with Chase partners to deepen client relationships, while supporting a