Private Client Wealth Advisor

JPMorgan Chase & Co.; Miami Gardens (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida.

You will provide comprehensive financial planning and investment advice to individuals and families, building a book of business and delivering personalized solutions while leveraging digital channels. You will rely on relationship-building, industry knowledge, and leadership to deepen client relationships and deliver an exceptional 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.
• Demonstrated ability and commitment to goals-based planning and advice.
• Licensing requirements include Series 7, Series 66 (63/65) or obtainment within 60 days, and Life/Health/Long Term Care insurance licensing.

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 management

Goals-based planning

Financial advising

Regulatory licensing (Series 7/66)

Licenses (Life/Health/LTC)

Education

Bachelor's degree

CFP certification (preferred)

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida.

You will provide comprehensive financial planning and investment advice to individuals and families, building a book of business and delivering personalized solutions while leveraging digital channels. You will rely on relationship-building, industry knowledge, and leadership to deepen client relationships and deliver an exceptional investor experience.