Private Client Wealth Advisor

Aumni; Florida; Sur place; USD 85 000 - 125 000; Plein temps

Résumé du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, provide advised solutions, and coordinate with Chase partners to deepen client engagement.

The role emphasizes a client-centric, goals-based approach with a strong emphasis on integrity, collaboration, and leveraging digital channels to enhance the investor experience.

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.
• Committed to goals-based planning and advise.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting in the role.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting in the role.

Responsabilités

• 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 the firm’s clients focusing on relationship management, not portfolio management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and do right by clients at every opportunity.
• Educate clients on the technology and channels available to 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.

Connaissances

Relationship building

Client acquisition

Financial judgment

Formation

Bachelor's degree

CFP certification

Outils

Series 7

Series 66 (63/65)

Life/Health/LTC license

Description du poste

J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, provide advised solutions, and coordinate with Chase partners to deepen client engagement.

The role emphasizes a client-centric, goals-based approach with a strong emphasis on integrity, collaboration, and leveraging digital channels to enhance the investor experience.