Private Client Wealth Advisor

Aumni; Boca Raton (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

comprehensive health care coverage

on-site health and wellness centers

retirement savings plan

backup childcare

tuition reimbursement

mental health support

financial coaching

and more

Job summary

J.P. Morgan Chase seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families in Florida. You will build and manage client relationships, deliver investment solutions, and partner with Chase referrals to deepen client engagement.

The role emphasizes relationship management, wealth planning, and leveraging digital tools to enhance the investor experience while adhering to regulatory requirements and firm standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Series 7 and Series 66 licenses or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Educate clients on technology and channels to monitor, maintain, and handle 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 relationships

Financial planning

Sales / business development

Regulatory/compliance

Education

Series 7 license

Series 66 license

Life/Health/LTC license

Bachelor's degree preferred

Tools

CRM software

Portfolio tools

Job description

J.P. Morgan Chase seeks a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families in Florida. You will build and manage client relationships, deliver investment solutions, and partner with Chase referrals to deepen client engagement.

The role emphasizes relationship management, wealth planning, and leveraging digital tools to enhance the investor experience while adhering to regulatory requirements and firm standards.