Wealth Advisor — Private Client

Next Frontier Capital; New Albany (OH); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build relationships and provide advised solutions and referrals to deepen client engagement, while embracing digital tools to enhance service. This role emphasizes relationship management, not portfolio management, and requires a strong commitment to integrity and client-first service within a diverse, inclusive environment.

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
• Active Series 7 license required
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate deep understanding of financial markets and sound business judgement
• Exhibit integrity and ethical standards in client service
• Educate clients on technology and channels to monitor investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to enhance client experience

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advising

Series 7 license

Series 66 license

Life Health LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build relationships and provide advised solutions and referrals to deepen client engagement, while embracing digital tools to enhance service. This role emphasizes relationship management, not portfolio management, and requires a strong commitment to integrity and client-first service within a diverse, inclusive environment.