Wealth Planning Advisor — Private Client

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

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build ongoing client relationships, deliver tailored investment solutions, and leverage digital channels to enhance the client experience.

The role emphasizes integrity, fiduciary guidance, and leveraging Chase partner referrals to deepen client engagement and outcomes.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to the firm's clients.
• Provide holistic financial planning and financial coaching beyond investments.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in clients' best interests at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Embrace digital tools to enhance client engagement and service delivery.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Sales & growth

Education

Bachelor’s degree

CFP certification

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build ongoing client relationships, deliver tailored investment solutions, and leverage digital channels to enhance the client experience.

The role emphasizes integrity, fiduciary guidance, and leveraging Chase partner referrals to deepen client engagement and outcomes.