Holistic Wealth Advisor & Relationship Builder

JPMorganChase; Melbourne (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorganChase is looking for a Private Client Advisor in Melbourne, Florida, responsible for offering comprehensive financial planning to clients.

Your role involves building strong client relationships and delivering personalized investment solutions while embracing digital innovations.

Ideal candidates will have a minimum of 2 years in a Financial Advisor role, along with required licenses. Strong commitment to diversity and inclusion is vital.

Qualifications

• Minimum 2 years experience in a Financial Advisor role or equivalent.
• Proven success in client acquisition and relationship cultivation.
• Must have or obtain Series 66 and relevant insurance licenses within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond just investments.
• Educate clients on digital tools for managing their investments.

Skills

Client acquisition

Financial planning

Relationship management

Market understanding

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorganChase is looking for a Private Client Advisor in Melbourne, Florida, responsible for offering comprehensive financial planning to clients.

Your role involves building strong client relationships and delivering personalized investment solutions while embracing digital innovations.

Ideal candidates will have a minimum of 2 years in a Financial Advisor role, along with required licenses. Strong commitment to diversity and inclusion is vital.