Private Client Advisor - Wealth Strategy & Growth

Testing Site - JPMC; Sarasota (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building a client base and delivering investment solutions aligned with their goals.

Role emphasizes relationship management, integrity, and adoption of digital tools to monitor and manage investments, with emphasis on educating clients about technology and channels to access services.

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.
• 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 your clients 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 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 and ethics

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building a client base and delivering investment solutions aligned with their goals.

Role emphasizes relationship management, integrity, and adoption of digital tools to monitor and manage investments, with emphasis on educating clients about technology and channels to access services.