Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Naples (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

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

You will build trusted relationships, deliver tailored investment solutions, and coordinate with Chase partners to deepen client experiences. The role emphasizes client education, a strong understanding of markets, and dedication to fiduciary duty, with opportunities to leverage digital tools and a broad product platform to meet

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Demonstrated ability and commitment to goals-based planning and advice.
• Must hold or obtain Series 7, Series 66 within 60 days of starting.
• Life, Health and Long-Term Care Insurance licenses required or to be obtained within 60 days.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their 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 acquisition

Relationship management

Goals-based financial planning

Financial advisory experience

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

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

You will build trusted relationships, deliver tailored investment solutions, and coordinate with Chase partners to deepen client experiences. The role emphasizes client education, a strong understanding of markets, and dedication to fiduciary duty, with opportunities to leverage digital tools and a broad product platform to meet