Wealth Advisor — Private Client & Planning Expert

Next Frontier Capital; Newport News (VA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary with variable pay

Commission and incentive compensation

Healthcare coverage

On-site wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes integrity, market understanding, and the ability to educate clients on digital channels and tools for monitoring and managing investments.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 or must obtain within 60 days.
• Active Life, Health and Long Term Care insurance licenses or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and prudent judgement.
• Educate clients on technology and account monitoring channels.
• Embrace digital tools to help clients manage investments remotely.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets understanding

Integrity

Digital client education

Education

Bachelor’s degree

CFP certification (preferred)

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build client relationships, provide advised solutions, and leverage Chase referrals to deepen client engagement.

The role emphasizes integrity, market understanding, and the ability to educate clients on digital channels and tools for monitoring and managing investments.