Private Wealth Advisor | Holistic Financial Planning

JPMorganChase; Miami (FL); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is hiring a Private Client Advisor in Miami, Florida. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. Responsibilities include building strong client relationships, delivering personalized investment solutions, and demonstrating financial expertise. The position requires licenses such as Series 7 and Series 66, with a preference for candidates holding a CFP certification and a bachelor's degree. JPMorganChase offers a competitive rewards package and a diverse, inclusive work environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated ability in client acquisition and maintaining relationships.
• Sound business judgment with a focus on client needs.

Responsibilities

• Build a book of business with personalized investment solutions.
• Support teammates’ success while fostering diversity.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition success

Relationship management

Financial market knowledge

Digital technology education

Education

Bachelor’s degree

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is hiring a Private Client Advisor in Miami, Florida. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. Responsibilities include building strong client relationships, delivering personalized investment solutions, and demonstrating financial expertise. The position requires licenses such as Series 7 and Series 66, with a preference for candidates holding a CFP certification and a bachelor's degree. JPMorganChase offers a competitive rewards package and a diverse, inclusive work environment.