Private Client Advisor: Relationship-Driven Wealth Strategy

Testing Site - JPMC; Florida; On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build a client book, provide advised solutions, and collaborate with partners to deepen relationships while maintaining the highest standards of integrity and client service. The role focuses on goals-based planning, deep market understanding, and educating clients on digital tools to

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Ability to acquire and grow client relationships and collaborate with partners.
• Commitment to goals-based planning and compliant advisory practice.
• Licensure required or to be obtained within 60 days of start (Series 7/66, Life/Health/LTC).
• CFP certification is preferred, bachelor’s degree preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial planning and advisory services beyond investments.
• Educate clients on digital tools and channels to monitor and manage investments.
• Demonstrate integrity and fiduciary standards in all client interactions.
• Collaborate with Chase partners to deepen client relationships.

Skills

Financial Advisor

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance to individuals and families.

You will build a client book, provide advised solutions, and collaborate with partners to deepen relationships while maintaining the highest standards of integrity and client service. The role focuses on goals-based planning, deep market understanding, and educating clients on digital tools to