J.P. Morgan Wealth Management - Private Client Advisor - Palm Harbor, FL

JPMorgan Chase & Co.; Palm Harbor (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Palm Harbor, Florida to offer comprehensive financial planning and advice. You will support clients from various financial backgrounds and enhance their investment experience through personalized solutions.

This role requires at least 2 years in a Financial Advisor capacity and the ability to cultivate client relationships, along with necessary financial certifications. A strong commitment to diversity and innovative technology is essential to provide clients the best service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and goals of the bank.
• Provide holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Investment solutions knowledge

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals‑based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor’s degree preferred