Wealth Planner & Investment Advisor

Next Frontier Capital; Bradenton (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will build enduring client relationships, leverage a broad product platform, and guide clients through digital tools and channels.

You will support a wide range of clients, from new savers to high-net-worth individuals, while upholding the firm's standards for integrity and service.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Maintain integrity and client-centric service in day-to-day activities.

Skills

Financial advisor experience

Client acquisition

Relationship management

Goal-based planning

Education

Bachelor's degree

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will build enduring client relationships, leverage a broad product platform, and guide clients through digital tools and channels.

You will support a wide range of clients, from new savers to high-net-worth individuals, while upholding the firm's standards for integrity and service.