Private Client Advisor - Holistic Wealth & Relationships

JPMorgan Chase & Co.; Florida; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Florida seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients build wealth with advised solutions and trusted referrals, supporting a holistic approach to financial wellbeing.

Responsibilities include growing a client book, delivering tailored investment strategies, and leveraging digital tools to enhance client engagement and outcomes.

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.
• Licensed or must obtain Series 7 within 60 days of starting.
• Licensed or must obtain Series 66 (63/65) within 60 days of starting.
• Licensed or must obtain Life, Health and Long Term Care Insurance license within 60 days of starting.

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 business judgement.
• Uphold high integrity and client-focused service at all times.
• Educate clients on technology and channels to monitor their investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital solutions to enable clients to bank how and when they want.

Skills

Series 7

Series 66

Relationship-building

Client acquisition

Goals-based planning

Financial advising

Education

Bachelor's degree

CFP (preferred)

Tools

FINRA/SIPC knowledge

Job description

J.P. Morgan Chase in Florida seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will help clients build wealth with advised solutions and trusted referrals, supporting a holistic approach to financial wellbeing.

Responsibilities include growing a client book, delivering tailored investment strategies, and leveraging digital tools to enhance client engagement and outcomes.