Private Client Wealth Advisor

Aumni; Orlando (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build and manage a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships. The role emphasizes holistic financial coaching, education on digital tools, and a client-centric approach.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and advice to individuals and families.
• Educate clients on technology and channels for monitoring investments.
• Embrace digital innovations to enable clients to bank when and how they want.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial guidance

Education

CFP certification

Bachelor’s degree

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will build and manage a book of business, deliver personalized investment solutions, and collaborate with partners to deepen client relationships. The role emphasizes holistic financial coaching, education on digital tools, and a client-centric approach.