Private Client Advisor - Wealth Planning & Digital Tools

JPMorgan Chase & Co.; Miami Beach (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor in Chase Wealth Management in Florida to deliver comprehensive financial planning and investment solutions to individuals and families.

The role emphasizes client relationships, personalized advice, and utilizing digital channels to enhance the investor experience. You will work with clients ranging from savers to high-net-worth individuals, coordinating with partners to deepen relationships while upholding

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 the firm's 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 the firm's 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 building

Financial planning

Investment solutions

Digital channels

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor in Chase Wealth Management in Florida to deliver comprehensive financial planning and investment solutions to individuals and families.

The role emphasizes client relationships, personalized advice, and utilizing digital channels to enhance the investor experience. You will work with clients ranging from savers to high-net-worth individuals, coordinating with partners to deepen relationships while upholding