Private Wealth Advisor: Growth & Planning

JP Morgan Chase; Florida; On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase is seeking a Private Client Advisor in the Palm Beach/Lake Worth area to deliver comprehensive financial guidance and personalized investment solutions for individuals and families.

You will build a strong client book, collaborate with partners, and leverage Chase tools to provide advice across banking and investment needs while upholding service excellence and diversity commitments.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Proven client acquisition and relationship management
• Experience with goals-based planning and advice
• Active Series 7 license
• Active Series 66 license or can be obtained within 60 days
• Active Life, Health and LTC license or can be obtained within 60 days
• CFP certification preferred
• Bachelor's degree preferred

Responsibilities

• 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 focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and do right by clients
• Educate clients on technology and channels to monitor investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients bank when, where, and how they want

Skills

Relationship building

Client relations

Financial planning

Sales experience

Education

Bachelor's degree preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in the Palm Beach/Lake Worth area to deliver comprehensive financial guidance and personalized investment solutions for individuals and families.

You will build a strong client book, collaborate with partners, and leverage Chase tools to provide advice across banking and investment needs while upholding service excellence and diversity commitments.