Private Client Wealth Advisor

JPMorganChase; Boca Raton (FL); On-site; USD 70,000 - 130,000; Full time

Job summary

JPMorgan Chase in Florida seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver tailored investment solutions, educate clients on digital tools, and collaborate with partners to deepen client relationships while upholding the firm's commitment to integrity and excellent service.

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
• CFP certification preferred; Bachelor's degree preferred

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor investments.
• Provide a holistic view of clients' financial needs and coaching beyond investments.
• Embrace digital innovations to help clients bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

JPMorgan Chase in Florida seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver tailored investment solutions, educate clients on digital tools, and collaborate with partners to deepen client relationships while upholding the firm's commitment to integrity and excellent service.