Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Surfside (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build deep client relationships, provide advised solutions, and leverage Chase referrals to grow the book of business.

Role emphasizes relationship management over portfolio handling, with a focus on financial markets insight, integrity, and educating clients on digital tools for monitoring investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Proven success in client acquisition, cultivating and maintaining client relationships
• Commitment to goals-based planning and advice
• Licenses: Series 7, Series 66 and Life, Health and LTC insurance

Responsibilities

• Champion and support team goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and sound judgement.
• Maintain integrity and client-first mindset in all interactions.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Promote digital solutions for client access and convenience.

Skills

Client acquisition

Relationship-building

Financial planning

Digital channels

Education

Series 7 certification

Series 66 (63/65) license

Life/Health/LTC insurance license

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families. You will build deep client relationships, provide advised solutions, and leverage Chase referrals to grow the book of business.

Role emphasizes relationship management over portfolio handling, with a focus on financial markets insight, integrity, and educating clients on digital tools for monitoring investments.