Private Client Wealth Advisor: Strategic Financial Growth

JPMorgan Chase; Cape Coral (FL); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will deliver comprehensive financial planning and investment solutions to individuals and families, building lasting relationships and leveraging referrals to deepen client connections.

You will guide clients through markets with integrity, educate them on digital tools, and provide holistic financial coaching beyond investments, all while maintaining a client-centric, high-service approach.

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• CFP certification is preferred
• Bachelor's degree preferred

Aufgaben

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to the firm's clients by relying on leadership and relationship-building skills
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Kenntnisse

Client acquisition

Relationship management

Goals-based planning

Financial advisory experience

Ausbildung

Bachelor's degree preferred

CFP certification preferred

Jobbeschreibung

JPMorgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Florida. You will deliver comprehensive financial planning and investment solutions to individuals and families, building lasting relationships and leveraging referrals to deepen client connections.

You will guide clients through markets with integrity, educate them on digital tools, and provide holistic financial coaching beyond investments, all while maintaining a client-centric, high-service approach.