Wealth Planning & Client Relationship Advisor

Next Frontier Capital; Lakeland (FL); Presencial; USD 85.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

On-site health centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Discretionary incentive compensation

Descripción de la vacante

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, supporting wealth growth and broad satisfaction.

You will build trust by offering advised solutions, leveraging Chase partner referrals, and delivering an exceptional investor experience across digital channels and personal interactions.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (or obtain within 60 days of starting).
• Active Life, Health and Long Term Care Insurance license (or obtain within 60 days).

Responsabilidades

• Champion and support teammates and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationships.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank anytime, anywhere.

Conocimientos

Client acquisition

Relationship management

Goals-based planning

Knowledge of financial markets

Regulatory/compliance awareness

Digital literacy

Communication skills

Educación

Bachelor’s degree

CFP certification

Herramientas

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Descripción del empleo

J.P. Morgan Chase in the United States seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, supporting wealth growth and broad satisfaction.

You will build trust by offering advised solutions, leveraging Chase partner referrals, and delivering an exceptional investor experience across digital channels and personal interactions.