Private Client Advisor - Wealth & Digital Solutions

JPMorgan Chase & Co.; West Palm Beach (FL); On-site; USD 90,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families in Florida.

You will build trusted client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client outcomes. The role requires at least 2 years in financial advisory, active Series 7 and 66 licenses or by 60 days, and Life/Health/LTC licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 (63/65) licenses or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.
• CFP certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Champion and support your teammates’ success and the bank’s goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity in doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client relationships

Prospecting

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree (preferred)

CFP certification (preferred)

Series 7 license

Series 66 license (63/65)

Life, Health & LTC license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice to individuals and families in Florida.

You will build trusted client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client outcomes. The role requires at least 2 years in financial advisory, active Series 7 and 66 licenses or by 60 days, and Life/Health/LTC licenses.