Private Client Advisor — Digital Wealth & Planning

Testing Site - JPMC; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, rely on relationship-building skills, and work with partners to deepen client relationships while adhering to regulatory requirements.

Qualifications

• 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.
• Active Series 7.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be financially confident and bank how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial market knowledge

Integrity

Digital literacy with investing tools

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health & LTC Insurance license

Job description

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families.

You will build a book of business, deliver personalized investment solutions, rely on relationship-building skills, and work with partners to deepen client relationships while adhering to regulatory requirements.