Private Client Advisor — Wealth Planning & Growth

JPMorgan Chase & Co.; Florida; On-site; USD 85,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Florida is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will help clients grow and protect wealth with a trusted, advisor-led experience.

You will build a book of business, rely on relationships, and work with partners to provide holistic financial guidance, using digital tools to monitor and manage investments while upholding the firm’s standards of integrity.

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 license is required.
• A valid and active Series 66 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 your clients by relying on leadership and relationship-building skills.
• 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 building

Goals-based planning

Financial markets knowledge

Integrity

Digital channel literacy

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. in Florida is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions to individuals and families. You will help clients grow and protect wealth with a trusted, advisor-led experience.

You will build a book of business, rely on relationships, and work with partners to provide holistic financial guidance, using digital tools to monitor and manage investments while upholding the firm’s standards of integrity.