Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Daytona Beach (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families, using a broad product platform and digital tools to meet client needs.

You will build relationships, provide personalized investment solutions, and support clients with a holistic approach while upholding high ethical standards and a client-first mindset.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the bank’s goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationships.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain integrity and do 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 be digitally confident and bank when/how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families, using a broad product platform and digital tools to meet client needs.

You will build relationships, provide personalized investment solutions, and support clients with a holistic approach while upholding high ethical standards and a client-first mindset.