Private Client Advisor

Responsibilities

• Provide comprehensive financial planning and personalized investment solutions to individuals and families
• Build and manage a book of business through relationship management and client acquisition
• Deliver holistic financial coaching and advice that extends beyond simple investment management
• Educate clients on digital tools and technology to help them monitor and manage their investments
• Partner with internal teams to provide referrals and deepen client relationships
• Maintain high standards of integrity and sound business judgment in all client interactions

Requirements

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and relationship cultivation
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license, or ability to obtain within 60 days of hire
• Valid and active Life, Health, and Long Term Care Insurance license, or ability to obtain within 60 days of hire

Preferred Qualifications

• Certified Financial Planning (CFP®) certification
• Bachelor's degree

Benefits

• Competitive total rewards package including base salary and potential commission or incentive compensation
• Comprehensive health care coverage
• Retirement savings plans
• Tuition reimbursement and mental health support
• Financial coaching and professional development opportunities

About the Company

Chase is a leading financial services firm helping millions of households and small businesses achieve their financial goals. Through Chase Wealth Management, we provide a broad investment product platform and cutting-edge digital technology to deliver extraordinary customer service and lifelong client relationships.