Private Client Advisor: Wealth Strategy & Digital Solutions

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will provide comprehensive financial planning and advisory services to individuals and families, building lasting client relationships and delivering personalized investment solutions.

You will rely on your licensing and market knowledge to guide clients, expand the book of business, and collaborate with partners to meet client needs in a dynamic digital environment.

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

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital tools to help clients monitor and manage investments.
• Represent JPMorgan Chase with integrity and client-centric service.

Skills

Financial advisory experience

Client relationship building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/LTC license

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will provide comprehensive financial planning and advisory services to individuals and families, building lasting client relationships and delivering personalized investment solutions.

You will rely on your licensing and market knowledge to guide clients, expand the book of business, and collaborate with partners to meet client needs in a dynamic digital environment.