Private Client Wealth Advisor: Planning & Relationships

JPMorgan Chase & Co.; Miami (FL); On-site; USD 70,000 - 110,000; 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

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Demonstrated ability and commitment to goals-based planning and advice.
• Active Series 7 license is required.
• Active Series 66 (63/65) license is required or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license is required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice to individuals and families.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic view of clients’ needs beyond investments.
• Support Chase Wealth Management’s culture and client experience.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets

Digital education

Education

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Bachelor’s degree (preferred)

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.