Private Client Wealth Advisor

Aumni; Gainesville (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

On-site health and wellness centers

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build a book of business, provide tailored investment solutions, and leverage digital channels to enhance the client experience.

The role requires active securities licenses (Series 7 and 66 or equivalents) and state insurance licenses, with CFP certification preferred and a bachelor’s degree.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire clients and cultivate relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 license (or must be obtained within 60 days) or equivalent.
• Active Life, Health and Long Term Care Insurance licenses (or must be obtained within 60 days).

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment advice to individuals and families.
• Support clients with technology and digital channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Foster a culture of diversity and client-centric service.
• Represent the brand and collaborate with partners to deepen client relationships.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Financial advisory

Regulatory licenses

Education

Bachelor’s degree

CFP certification (preferred)

Job description

JPMorgan Chase is hiring a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment guidance for individuals and families. You will build a book of business, provide tailored investment solutions, and leverage digital channels to enhance the client experience.

The role requires active securities licenses (Series 7 and 66 or equivalents) and state insurance licenses, with CFP certification preferred and a bachelor’s degree.