Private Client Wealth Advisor | Relationship & Planning

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

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Palm Harbor, Florida to offer comprehensive financial planning and advice. You will support clients from various financial backgrounds and enhance their investment experience through personalized solutions.

This role requires at least 2 years in a Financial Advisor capacity and the ability to cultivate client relationships, along with necessary financial certifications. A strong commitment to diversity and innovative technology is essential to provide clients the best service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Commitment to goals‑based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates and goals of the bank.
• Provide holistic view of clients’ needs beyond investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Investment solutions knowledge

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 Palm Harbor, Florida to offer comprehensive financial planning and advice. You will support clients from various financial backgrounds and enhance their investment experience through personalized solutions.

This role requires at least 2 years in a Financial Advisor capacity and the ability to cultivate client relationships, along with necessary financial certifications. A strong commitment to diversity and innovative technology is essential to provide clients the best service.