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

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

Job summary

J.P. Morgan Chase is seeking a Financial Advisor in Surfside, Florida, to provide personalized investment solutions and build client relationships. The ideal candidate has 2+ years in a similar role and holds a Series 7 license.

You will champion your teammates' success, demonstrate a deep understanding of financial markets, and embrace digital innovations to aid client confidence. The position requires strong relationship management skills and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Commitment to goals-based planning and advice.
• Demonstrated success in cultivating client relationships.

Responsibilities

• Support teammates' success and bank goals.
• Build a book of business with personalized investment solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital confidence

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

Job Summary

At J.P. Morgan Chase, we are enthusiastic about helping our clients, caring for 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 represent our brand and interact with clients to offer the best investment solutions to meet their financial needs.

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, focusing on relationship management rather than 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

Equal Opportunity Employer / Disability / Veterans

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.