Wealth Planner for Private Clients

Next Frontier Capital; Oklahoma City (OK); On-site; USD 85,000 - 160,000; Full time

Job summary

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

You will build trusted relationships and deliver tailored investment solutions, coordinating with partners to meet clients’ evolving needs. You will guide clients through financial planning, educate them on digital tools, and strive to create an exceptional investor experience with integrity and service excellence.

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
• 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

Responsibilities

• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• 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, maintain, and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients access services anytime, anywhere.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Integrity

Financial coaching

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

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

You will build trusted relationships and deliver tailored investment solutions, coordinating with partners to meet clients’ evolving needs. You will guide clients through financial planning, educate them on digital tools, and strive to create an exceptional investor experience with integrity and service excellence.