Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Melbourne (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Melbourne, Florida, to offer comprehensive financial planning and advice to individuals and families. This role requires a strong focus on client relationships, personalized investment solutions, and a deep understanding of financial markets.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role, hold necessary licenses, and demonstrate a commitment to client success and education. Join us to help clients meet their financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 (63/65) licenses.

Responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business by delivering personalized investment solutions.
• Demonstrate understanding of financial markets and sound business judgement.

Skills

Client acquisition

Financial advising

Relationship management

Digital confidence education

Education

Bachelor’s degree

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 Melbourne, Florida, to offer comprehensive financial planning and advice to individuals and families. This role requires a strong focus on client relationships, personalized investment solutions, and a deep understanding of financial markets.

The ideal candidate will have at least 2 years of experience in a Financial Advisor role, hold necessary licenses, and demonstrate a commitment to client success and education. Join us to help clients meet their financial goals.