Private Client Wealth Advisor – Digital-First Planning & Growth

JPMorganChase

Miami Beach (FL)

On-site

USD 95,000 - 180,000

Full time

2 days ago

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Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families. You will build and manage a book of business, forging strong client relationships and leveraging digital tools to enhance the investor experience.

You will work with a team to provide tailored investment solutions, demonstrate market understanding, and uphold high standards of integrity while guiding clients through evolving

Qualifications

2+ years in a Financial Advisor role or equivalent financial services experience.
Proven ability to acquire and grow client relationships and collaborate with partners.
Commitment to goals-based planning and personalized financial advice.

Responsibilities

Build a book of business and deliver personalized investment solutions.
Provide comprehensive financial planning and advice to individuals and families.
Maintain regulatory compliance and uphold the firm's standards and integrity.
Educate clients on technology and digital channels to monitor investments.
Collaborate with partners to deepen client relationships and referrals.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Digital channels knowledge

Compliance and ethics

Education

Bachelor's degree

CFP certification preferred

Job description

You will work with a team to provide tailored investment solutions, demonstrate market understanding, and uphold high standards of integrity while guiding clients through evolving

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