Wealth Planner & Relationship Advisor

Next Frontier Capital; St. Louis (MO); On-site; USD 85,000 - 120,000; Full time

Job summary

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

You will help clients navigate a broad range of financial solutions, leverage partnerships, and build lasting relationships across channels. You will work with a team to educate clients on digital tools, monitor investments, and provide holistic financial coaching beyond portfolios.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and retain clients with partners' referrals.
• Experience delivering goals-based financial planning and advice.
• Active Series 7 license and Series 66 (63/65) required or to be obtained within 60 days.
• Active Life, Health and Long Term Care insurance license required or to be obtained within 60 days.
• CFP certification is preferred.
• Bachelor’s degree is preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and act in the clients' best interests.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advisory experience

Client service

Education

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC licenses

Job description

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

You will help clients navigate a broad range of financial solutions, leverage partnerships, and build lasting relationships across channels. You will work with a team to educate clients on digital tools, monitor investments, and provide holistic financial coaching beyond portfolios.