Wealth Advisor: Personal Planning & Investment Strategy

Next Frontier Capital; Pennsylvania; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

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

You will build strong client relationships, leverage referrals, and provide tailored solutions to meet clients’ evolving financial needs. You will engage in holistic financial coaching, stay current on markets, and use digital tools to help clients monitor and manage their portfolios.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7
• Active Series 66 (63/65) or must be obtained within 60 days of start
• Active Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days of start
• CFP certification is preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate understanding of financial markets and sound judgment.
• Provide holistic financial coaching beyond investments for clients’ needs.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital innovations to enhance client experience and accessibility.
• Maintain integrity and client-first mindset in all interactions.

Skills

Financial advisory

Client acquisition

Relationship management

Regulatory compliance

Education

Bachelor’s degree preferred

Job description

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

You will build strong client relationships, leverage referrals, and provide tailored solutions to meet clients’ evolving financial needs. You will engage in holistic financial coaching, stay current on markets, and use digital tools to help clients monitor and manage their portfolios.