Private Wealth Advisor | Holistic Financial Planning

JPMorganChase; Tampa (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor in Tampa, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on delivering personalized investment solutions. You are expected to have at least 2 years of financial advisory experience, and possess necessary licenses, including Series 7 and Series 66. You will contribute to a diverse culture while delivering exceptional client service. A bachelor’s degree and CFP certification are preferred. A competitive rewards package is offered, including health benefits, retirement plans, and support for career growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals-based planning and advice.
• Strong client acquisition and relationship management skills.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.
• Champion a culture of diversity among teammates.

Skills

Client acquisition

Client relationship management

Goals-based planning

Financial market understanding

Integrity

Educational skills

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Tampa, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on delivering personalized investment solutions. You are expected to have at least 2 years of financial advisory experience, and possess necessary licenses, including Series 7 and Series 66. You will contribute to a diverse culture while delivering exceptional client service. A bachelor’s degree and CFP certification are preferred. A competitive rewards package is offered, including health benefits, retirement plans, and support for career growth.