Private Client Advisor - Wealth Planning & Relationships

JPMorgan Chase & Co.

West Palm Beach (FL)

On-site

USD 85,000 - 125,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. through Chase Wealth Management seeks a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions to individuals and families in Florida.

You will build trusted client relationships and coordinate with partners to deepen client connections. The role requires at least 2 years in financial advisory, strong client acquisition, and active Series 7 and Series 66 licenses, with Life/Health/LTC licenses also required or obtainable

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Active Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.
Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
Provide comprehensive financial planning and advice to individuals and families.
Demonstrate understanding of financial markets and sound business judgment.
Act with integrity and client-centric ethics at every opportunity.
Educate clients on technology and channels to monitor, maintain, and manage investments.
Offer a holistic view of clients’ needs and financial coaching beyond investments.
Leverage digital tools to help clients be digitally confident and bank when, where, and how.