Private Client Advisor: Holistic Wealth & Digital Solutions

JPMorgan Chase & Co.; Lakeland (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families in the Chase Wealth Management division.

You will grow a book of business, deliver personalized investment solutions, and rely on leadership and relationship-building to meet client goals. The role emphasizes understanding financial markets, maintaining the highest integrity, and educating clients on digital tools for monitoring and

Qualifications

• Requires at least 2 years in a Financial Advisor role or equivalent financial services experience.
• Must have Series 7 and Series 66 licenses or obtain within 60 days of starting.
• Licenses for Life, Health and Long Term Care required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound judgment.
• Promote a culture of integrity and client-first service.
• Educate clients on digital tools and channels for monitoring investments.
• Collaborate with partners to deepen client relationships and referrals.
• Maintain client records and stay compliant with regulatory requirements.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Series 7 license

Series 66 license

Life, Health, Long Term Care license

CFP certification (preferred)

Bachelor’s degree preferred

Job description

J.P. Morgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance for individuals and families in the Chase Wealth Management division.

You will grow a book of business, deliver personalized investment solutions, and rely on leadership and relationship-building to meet client goals. The role emphasizes understanding financial markets, maintaining the highest integrity, and educating clients on digital tools for monitoring and