Wealth Planning & Client Relationship Advisor

Next Frontier Capital

United States

On-site

USD 90,000 - 150,000

Full time

14 days+

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Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Backup childcare

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase, a leading financial services firm, is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment solutions to individuals and families.

You will build a book of business, rely on leadership and relationship-building, and deliver an exceptional investor experience with advised solutions and firm referrals. This role emphasizes integrity, client education on digital channels, and coordination with partners to

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Proven ability to acquire and grow clients and work with partners.
Commitment to goals-based planning and advice.

Responsibilities

Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
Demonstrate a deep understanding of financial markets and sound business judgement.
Maintain integrity and act in the best interest of clients at all times.
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 help clients be digitally confident and accessible.