Wealth Planning Advisor for Private Clients

Next Frontier Capital; Wilmington (DE); On-site; USD 80,000 - 160,000; Full time

Job summary

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

You will build trusted relationships, grow a client book, and coordinate with partners to offer tailored solutions that meet evolving financial goals. The role emphasizes strong knowledge of markets, integrity, and the ability to educate clients on digital tools to monitor and manage their investments, while

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and maintaining clients and partnering with key teams.
• Commitment to goals-based planning and tailored financial advice.
• Series 7 and Series 66 licenses active or must be obtained within 60 days of start.
• Life, Health and Long Term Care insurance license active or must be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate understanding of financial markets and sound business judgement.
• Maintain unwavering integrity and act in the best interests of clients.
• Educate clients on technology and channels to monitor, manage, and handle investments.
• Provide a holistic view of client needs and financial coaching beyond investments.
• Embrace digital tools to help clients bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Financial guidance

Series 7

Series 66

Insurance license

Education

Bachelor's degree

CFP certification preferred

Job description

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

You will build trusted relationships, grow a client book, and coordinate with partners to offer tailored solutions that meet evolving financial goals. The role emphasizes strong knowledge of markets, integrity, and the ability to educate clients on digital tools to monitor and manage their investments, while