Wealth Planning Advisor for Individuals & Families

Next Frontier Capital; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

On-site health and wellness centers

Tuition reimbursement

Mental health support

Financial coaching

Job summary

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

You will build deep client relationships, advise on investment solutions, and collaborate with Chase partner referrals to deepen client engagement. The role emphasizes relationship management, fiduciary responsibility, and educating clients on digital tools to monitor and manage their investments.

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 license.
• 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

• 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 to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Financial advisor experience

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor’s degree preferred

Job description

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

You will build deep client relationships, advise on investment solutions, and collaborate with Chase partner referrals to deepen client engagement. The role emphasizes relationship management, fiduciary responsibility, and educating clients on digital tools to monitor and manage their investments.