Private Client Advisor: Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Cape Coral (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Florida invites experienced financial professionals to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, rely on strong relationship-building skills, and provide an exceptional investor experience with access to our digital tools and referrals. The role requires at least two years in a financial advisor role, holds Series 7 and Series

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow clients and collaborate with key partners.
• Commitment to goals-based planning and advice.
• Licensing: Series 7 and Series 66 (63/65) active or obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Maintain integrity and client-first mindset in all interactions.
• Educate clients on technology and channels to monitor and manage their investments.
• Offer holistic financial coaching beyond investments.
• Leverage Chase digital tools and referrals to deepen client relationships.

Skills

Client acquisition

Relationship building

Financial planning

Investment knowledge

Communication skills

Education

Bachelor's degree preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Florida invites experienced financial professionals to join Chase Wealth Management as a Private Client Advisor, delivering comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, rely on strong relationship-building skills, and provide an exceptional investor experience with access to our digital tools and referrals. The role requires at least two years in a financial advisor role, holds Series 7 and Series