Private Client Wealth Advisor – Holistic Planning & Digital

JPMorgan Chase & Co.; Sarasota (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Sarasota, Florida. In this role, you will provide comprehensive financial planning to clients, building strong relationships and ensuring exceptional service. Candidates should have at least 2 years of relevant experience and a Series 7 license, with a strong knowledge of financial markets. The position emphasizes client education on digital tools to enhance their financial management experience and personalizes investment strategies.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent 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 a holistic view of clients’ needs beyond just investments.
• Educate clients on available technology to monitor their investments.

Skills

Client acquisition

Relationship management

Financial planning

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Sarasota, Florida. In this role, you will provide comprehensive financial planning to clients, building strong relationships and ensuring exceptional service. Candidates should have at least 2 years of relevant experience and a Series 7 license, with a strong knowledge of financial markets. The position emphasizes client education on digital tools to enhance their financial management experience and personalizes investment strategies.