Wealth Advisor: Personal Financial Planning and Guidance

Next Frontier Capital; Washington (District of Columbia); On-site; USD 110,000 - 190,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will guide clients from new savers to high-net-worth individuals, delivering tailored investment solutions and referrals to deepen client relationships.

You will support teammates, build a client-centric culture, and leverage digital channels to enhance the client experience and monitor investments effectively.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering 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 license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

Responsibilities

• Advising clients with comprehensive financial planning and investment solutions.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate deep understanding of financial markets and prudent judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic views of client needs and financial coaching beyond investments.
• Leverage digital tools to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship building

Goals-based planning

Sound financial judgment

Regulatory licenses

Integrity and ethics

Education

CFP certification

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families. You will guide clients from new savers to high-net-worth individuals, delivering tailored investment solutions and referrals to deepen client relationships.

You will support teammates, build a client-centric culture, and leverage digital channels to enhance the client experience and monitor investments effectively.