Private Client Wealth Advisor: Planning & Relationships

JP Morgan Chase; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions for individuals and families. You will help clients monitor and manage their investments while leveraging digital tools and partner referrals to deepen relationships.

The role emphasizes client education, integrity, and a strong commitment to diversity and inclusion within Chase Wealth Management.

Qualifications

• Demonstrated ability to develop comprehensive financial plans for individuals and families.
• Experience in tailoring investment solutions and monitoring portfolio performance.
• Strong focus on education and transparent client communication.

Responsibilities

• Provide comprehensive financial planning and tailored investment solutions for individuals and families.
• Help clients monitor and manage their investments using digital tools and referrals.
• Educate clients, maintain integrity, and support Chase Wealth Management diversity initiatives.

Skills

Financial planning

Investment management

Relationship management

Client education

Diversity & inclusion

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to provide comprehensive financial planning and tailored investment solutions for individuals and families. You will help clients monitor and manage their investments while leveraging digital tools and partner referrals to deepen relationships.

The role emphasizes client education, integrity, and a strong commitment to diversity and inclusion within Chase Wealth Management.