Private Client Advisor: Wealth Planner & Relationship Builder

Aumni; Lakeland (FL); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships, collaborate with Chase partners, and provide guidance on using digital tools to monitor and manage portfolios. Ideal candidates will have 2+ years in financial advisory, active Series 7/66, and Life/Health/LTC licenses, with CFP preferred.

Qualifications

• Minimum 2 years as Financial Advisor or equivalent financial services experience.
• Proven ability to acquire and maintain clients and to collaborate with partners for referrals.
• Strong goals-based planning and advisory capabilities.
• Active Series 7 license and Series 66 within 60 days of starting.
• Active Life, Health and Long-Term Care licenses or plan to obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Educate clients on technology and channels to monitor investments.
• Maintain a fiduciary standard and integrity in client interactions.
• Collaborate with Chase partners to deepen client relationships and opportunities.
• Promote digital tools to help clients manage their finances.

Skills

Client acquisition

Relationship building

Goals-based planning

Series 7

Series 66

Life/Health/LTC licenses

Education

Bachelor’s degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions for individuals and families.

You will build strong client relationships, collaborate with Chase partners, and provide guidance on using digital tools to monitor and manage portfolios. Ideal candidates will have 2+ years in financial advisory, active Series 7/66, and Life/Health/LTC licenses, with CFP preferred.