Wealth Advisor: Private Client Planning & Growth

Next Frontier Capital; Rocky River (OH); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Ohio seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build and maintain client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

This role emphasizes integrity, market knowledge, and use of digital tools to monitor investments, while ensuring fiduciary care and a strong client experience across Chase Wealth Management.

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• Certified Financial Planning (CFP®) certification 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 the firm's clients, focusing on relationship 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.
• Educate clients on the technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of the firm's 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-building

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

CFP certification

Education

Bachelor's degree

Job description

J.P. Morgan Chase in Ohio seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build and maintain client relationships, offer advised solutions, and collaborate with Chase partners to deepen client engagement.

This role emphasizes integrity, market knowledge, and use of digital tools to monitor investments, while ensuring fiduciary care and a strong client experience across Chase Wealth Management.