Private Client Wealth Advisor: Holistic, Digital-Driven

Next Frontier Capital; Tampa (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in Tampa is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice for individuals and families.

You will grow a book of business by building strong client relationships, providing advised solutions, and collaborating with partners to meet clients' long-term financial goals in a dynamic, digital-first environment.

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship‑building skills.
• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• 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

Financial advisor experience

Client acquisition

Relationship management

Series 7 license

Series 66 license

Life/Health/LTC license

Education

CFP certification

Bachelor's degree preferred

Job description

J.P. Morgan Chase in Tampa is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment advice for individuals and families.

You will grow a book of business by building strong client relationships, providing advised solutions, and collaborating with partners to meet clients' long-term financial goals in a dynamic, digital-first environment.