Wealth Management Pro: Private Client Advisor

Next Frontier Capital; Huntsville (AL); On-site; USD 85,000 - 125,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, provide personalized investment solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes goals-based planning, broad market knowledge, and a commitment to integrity, with opportunities to educate clients on digital tools and channels for

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Champions and supports teammates’ success and the goals of the bank, fostering a culture of diversity.
• Builds a book of business and delivers personalized investment solutions by leveraging leadership and relationship-building skills.
• Demonstrates deep understanding of financial markets and sound business judgment.
• Exhibits integrity and does right by clients at every opportunity.
• Educates clients on technology and channels to monitor and manage investments.
• Provides a holistic view of clients’ needs and financial coaching beyond investments.
• Embraces digital innovations to help clients bank when, where, and how they want.

Skills

Client relationship management

Series 7 active

Series 66 license

Life/Health/LTC license

CFP (preferred)

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.

You will build strong client relationships, provide personalized investment solutions, and leverage Chase referrals to deepen client engagement. The role emphasizes goals-based planning, broad market knowledge, and a commitment to integrity, with opportunities to educate clients on digital tools and channels for