Wealth Planner & Client Relationship Expert

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

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

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, deliver personalized investment solutions, and help clients monitor and manage their investments using digital tools. The role requires at least 2 years in a financial advisory role, a valid Series 7 and Series 66 license (or obtain within 60 days), and Life, Health and Long-Term Care licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships; focus on relationship management.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank where they want.

Skills

Relationship-building

Knowledge of financial markets

Client acquisition

Goals-based planning

Digital tools usage

Education

Bachelor’s degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

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, deliver personalized investment solutions, and help clients monitor and manage their investments using digital tools. The role requires at least 2 years in a financial advisory role, a valid Series 7 and Series 66 license (or obtain within 60 days), and Life, Health and Long-Term Care licenses.