Wealth Advisor: Private Client Planning & Growth

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

Job summary

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

You will build relationships with a diverse client base, offer advised solutions, and leverage Chase referrals to deepen client engagements. You will work to grow a book of business, demonstrate market knowledge, and uphold high integrity while guiding clients through digital tools and channels for monitoring and managing

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7, Series 66 required or must be obtained within 60 days of starting in the role as a condition of employment.
• Life, Health and Long Term Care insurance licenses required or must be obtained within 60 days of starting in the role as a condition of employment.
• CFP certification is preferred.
• Bachelor’s degree is preferred.

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 to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship management

Financial planning

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Job description

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

You will build relationships with a diverse client base, offer advised solutions, and leverage Chase referrals to deepen client engagements. You will work to grow a book of business, demonstrate market knowledge, and uphold high integrity while guiding clients through digital tools and channels for monitoring and managing