Private Client Wealth Advisor & Planning Pro

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will deliver comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering an exceptional client experience.

You will rely on leadership and collaboration with partners to offer tailored solutions, while staying informed about markets, risk, and digital tools to empower clients’ financial decisions.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting
• Life, Health and Long Term Care Insurance licenses required or must be obtained within 60 days of starting

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Support teammates’ success and goals of the bank while fostering diversity.
• Demonstrate a deep understanding of financial markets and sound judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments

Skills

Financial advisory experience

Client relationship management

Markets knowledge

Digital tools literacy

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will deliver comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering an exceptional client experience.

You will rely on leadership and collaboration with partners to offer tailored solutions, while staying informed about markets, risk, and digital tools to empower clients’ financial decisions.