Private Client Wealth Advisor | Relationship & Planning

JP Morgan Chase; Melbourne (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Melbourne, Florida seeks a Private Client Advisor to deliver personalized financial planning and investment guidance to individuals and families.

The role emphasizes building long-term client relationships, educating clients on market trends, and coordinating bespoke solutions with internal specialists to help clients reach their financial goals.

Qualifications

• Minimum 2 years of experience as a Financial Advisor or similar role.
• Must hold necessary securities licenses (e.g., FINRA Series 7 & 63).
• Strong communication and educational delivery toward clients.

Responsibilities

• Provide comprehensive financial planning and personalized investment guidance to individuals and families.
• Recommend and coordinate investment solutions with clients and internal specialists.
• Build and maintain long-term client relationships and educate clients on market trends.

Skills

Client relationship management

Financial planning

Communication

Education

FINRA Series 7 & 63 licenses

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.