Wealth Advisor: Private Client Planning & Growth

Next Frontier Capital; Asheville (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build enduring client relationships and provide advisor-driven solutions with access to Chase referrals and digital tools.

The role emphasizes goals-based planning, integrity, and educating clients on monitoring and managing investments across channels, with a focus on delivering a superior investor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring clients, cultivating relationships, and partnering with key stakeholders.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions driven by relationship management, not portfolio management.
• Provide comprehensive financial planning and advice to individuals and families.
• Explain financial concepts and educate clients on technology and channels to monitor investments.
• Offer a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients become more digitally confident and access services remotely.

Skills

Client acquisition

Relationship building

Financial planning

Market knowledge

Integrity

Education

Bachelor’s degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build enduring client relationships and provide advisor-driven solutions with access to Chase referrals and digital tools.

The role emphasizes goals-based planning, integrity, and educating clients on monitoring and managing investments across channels, with a focus on delivering a superior investor experience.