Private Client Advisor: Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Fort Lauderdale (FL); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase in Fort Lauderdale seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build client relationships, provide advisor solutions, and collaborate with partners to deepen client connections.

The role emphasizes integrity and fiduciary responsibility, leveraging digital tools to help clients monitor and manage investments while delivering an exceptional investor experience.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and relationship building.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license or obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance licenses or obtained within 60 days.

Responsibilities

• Champion and support teammates’ success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions to clients using relationships.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when they want.

Skills

Financial Advisor experience

Client acquisition

Relationship management

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase in Fort Lauderdale seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will build client relationships, provide advisor solutions, and collaborate with partners to deepen client connections.

The role emphasizes integrity and fiduciary responsibility, leveraging digital tools to help clients monitor and manage investments while delivering an exceptional investor experience.