Wealth Advisor — Personal Planning & Growth

Next Frontier Capital; Clarksville (TN); On-site; USD 85,000 - 110,000; Full time

Job summary

J.P. Morgan Chase’s Chase Wealth Management invites a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families.

You will build strong client relationships, offer tailored investment solutions, and collaborate with Chase partners to deepen client engagements. You will work to educate clients on self-service tools, digital channels, and market insights while maintaining the highest standards of integrity and client care.

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 or must be obtained within 60 days; A Life, Health and Long Term Care Insurance license or must be obtained within 60 days.

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 your clients with relationship management focus
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and fiduciary care for clients at every opportunity
• Educate clients on technology and channels to monitor and manage investments
• Provide holistic view of client needs and financial coaching beyond investments
• Embrace digital innovations to enable clients to bank when and where they want

Skills

Financial advising

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

CFP

Bachelor’s degree preferred

Job description

J.P. Morgan Chase’s Chase Wealth Management invites a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families.

You will build strong client relationships, offer tailored investment solutions, and collaborate with Chase partners to deepen client engagements. You will work to educate clients on self-service tools, digital channels, and market insights while maintaining the highest standards of integrity and client care.