Wealth Advisor: Private Client Specialist

Next Frontier Capital; Saint Augustine (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Total rewards package

Job summary

JPMorgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will build strong client relationships, leverage leadership and partner referrals, and guide clients through a broad range of financial strategies.

You will work to understand clients’ needs, deliver advised solutions, and coordinate with bankers and partners to deepen client relationships.

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 is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role.
• 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.

Responsibilities

• Champion and support teammates’ success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and focus on doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle 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 how they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial market knowledge

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families. You will build strong client relationships, leverage leadership and partner referrals, and guide clients through a broad range of financial strategies.

You will work to understand clients’ needs, deliver advised solutions, and coordinate with bankers and partners to deepen client relationships.