Wealth Planning Advisor

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

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions within Chase Wealth Management. You will build lasting client relationships, provide tailored advice, and leverage digital tools to enhance the investor experience.

The role emphasizes goals-based planning, strong integrity, and collaboration with partners to deepen client engagement. A focus on education and service across channels is key to success in this role.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or obtain within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate understanding of financial markets and sound business judgment.
• Offer holistic financial coaching beyond investments and educate clients on digital tools.

Skills

Relationship building

Financial planning

Client acquisition

Communication

Education

Bachelor’s degree

Series 7

Series 66 (63/65)

Life, Health and LTC license

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions within Chase Wealth Management. You will build lasting client relationships, provide tailored advice, and leverage digital tools to enhance the investor experience.

The role emphasizes goals-based planning, strong integrity, and collaboration with partners to deepen client engagement. A focus on education and service across channels is key to success in this role.