Private Client Advisor - Wealth Planning & Tech Solutions

Fairygodboss; Sarasota (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Sarasota, Florida. This role involves offering comprehensive financial planning to clients while focusing on building strong relationships. Candidates must have at least 2 years of experience in a financial advisor role and hold various necessary licenses, including Series 7 and Series 66. The position emphasizes exceptional client service and requires a proactive, digitally-savvy approach. The firm offers a competitive total rewards package and values diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology for monitoring their investments.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Digital proficiency

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Sarasota, Florida. This role involves offering comprehensive financial planning to clients while focusing on building strong relationships. Candidates must have at least 2 years of experience in a financial advisor role and hold various necessary licenses, including Series 7 and Series 66. The position emphasizes exceptional client service and requires a proactive, digitally-savvy approach. The firm offers a competitive total rewards package and values diversity and inclusion.