Private Client Advisor — Holistic Wealth & Digital Solutions

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

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Florida seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. The ideal candidate will have a strong background in financial advising and excellent client acquisition skills. A valid Series 7 license is a must, with a commitment to fostering a diverse work culture. This role offers competitive total rewards, including benefits to meet employee needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license.

Responsibilities

• Support teammates and goals of the bank while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and investment monitoring.

Skills

Client acquisition

Relationship management

Financial advising

Business judgement

Integrity

Digital confidence

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life and Health Insurance license

Job description

A leading financial services firm in Florida seeks a Financial Advisor to build client relationships and deliver personalized investment solutions. The ideal candidate will have a strong background in financial advising and excellent client acquisition skills. A valid Series 7 license is a must, with a commitment to fostering a diverse work culture. This role offers competitive total rewards, including benefits to meet employee needs.