Wealth Planner for Private Clients — Digital Solutions

Next Frontier Capital; Myrtle Beach (SC); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, provide advised solutions, and collaborate with partners to deepen client engagement.

The role emphasizes client education on digital tools and a holistic approach to financial coaching, with a focus on relationship management and fiduciary responsibilities.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to build and maintain client relationships and collaborate with partners.
• Strong goals-based planning and advisory capability.
• Active securities licenses and insurance licenses or ability to obtain within 60 days.

Responsibilities

• Champion teammates’ success and uphold diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate understanding of financial markets and sound judgment.
• Uphold integrity and client-first ethics.
• Educate clients on technology and channels for monitoring investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to enhance client experience.

Skills

Client acquisition

Relationship management

Goals-based planning

Communication

Series 7 licensing

Series 66 licensing

Life/Health/LTC license

Education

Bachelor's degree (preferred)

CFP (preferred)

Tools

Series 7

Series 66 (63/65)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance to individuals and families. You will build lasting client relationships, provide advised solutions, and collaborate with partners to deepen client engagement.

The role emphasizes client education on digital tools and a holistic approach to financial coaching, with a focus on relationship management and fiduciary responsibilities.