Holistic Wealth Advisor & Relationship Builder

JPMorganChase; Palm Harbor (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorganChase in Palm Harbor, Florida, is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will engage with clients to provide the best investment solutions tailored to their financial needs.

As part of Chase Wealth Management, your role includes relationship management, supporting client success, and leveraging digital tools to enhance the client experience. A commitment to fostering client relationships is essential, along with relevant financial advisor experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active licenses in required areas must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs and financial coaching.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital literacy coaching

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase in Palm Harbor, Florida, is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will engage with clients to provide the best investment solutions tailored to their financial needs.

As part of Chase Wealth Management, your role includes relationship management, supporting client success, and leveraging digital tools to enhance the client experience. A commitment to fostering client relationships is essential, along with relevant financial advisor experience.