Private Client Advisor - Digital Wealth & Relationships

Aumni; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build strong client relationships, deliver tailored investment solutions, and refer partners to deepen client engagement. The role emphasizes integrity, advisory excellence, and leveraging digital channels for client success.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Proven ability in goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) license required or within 60 days of start.
• Active Life, Health and Long Term Care Insurance license or within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Maintain integrity and act in the clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Offer a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to enhance client experience and accessibility.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build strong client relationships, deliver tailored investment solutions, and refer partners to deepen client engagement. The role emphasizes integrity, advisory excellence, and leveraging digital channels for client success.