Wealth Advisor - Private Client & Planning

Next Frontier Capital; United States; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, building trusting relationships and offering tailored investment solutions.

This role emphasizes client acquisition, strong knowledge of markets, and integrity, with licensing requirements including Series 7 and Series 66, plus insurance licenses; the team supports growth with a broad range of total

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license is 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

• 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 focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Operate with integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients become more digitally confident and bank how they want.

Skills

Financial Advisor experience

Client relationships

Goals-based planning

Series 7

Series 66 license

Insurance licenses

Education

CFP certification preferred

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, building trusting relationships and offering tailored investment solutions.

This role emphasizes client acquisition, strong knowledge of markets, and integrity, with licensing requirements including Series 7 and Series 66, plus insurance licenses; the team supports growth with a broad range of total