Private Client Advisor: Holistic Wealth & Digital Planning

JPMorgan Chase & Co.; Tampa (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Tampa, FL.

You will deliver comprehensive financial planning and personalized investment solutions to a diverse client base, building long-term relationships and guiding clients toward their wealth goals. We value integrity, client focus, and the ability to translate complex markets into actionable advice, leveraging digital tools to enhance the investor experience and expand the bank’s reach in the

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.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

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.
• 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

Skills

Client acquisition

Relationship building

Goals-based planning

Financial markets knowledge

Integrity

Education

CFP certification preferred

Bachelor’s degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management in Tampa, FL.

You will deliver comprehensive financial planning and personalized investment solutions to a diverse client base, building long-term relationships and guiding clients toward their wealth goals. We value integrity, client focus, and the ability to translate complex markets into actionable advice, leveraging digital tools to enhance the investor experience and expand the bank’s reach in the