Private Wealth Advisor - Holistic Planning

Aumni; Florida; On-site; USD 85,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Florida to provide comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, coordinate with partners, and deliver tailored investment solutions across markets using Chase’s digital tools. The role requires Series 7 and Series 66 licenses (or 60-day attainment window), plus Life/Health/LTC licenses; CFP preferred and a Bachelor's degree.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 license (63/65) required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients monitor, maintain, and handle their investments.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels available to them to manage investments.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Financial planning

Revenue growth

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Florida to provide comprehensive financial planning and investment advice to individuals and families.

You will build lasting client relationships, coordinate with partners, and deliver tailored investment solutions across markets using Chase’s digital tools. The role requires Series 7 and Series 66 licenses (or 60-day attainment window), plus Life/Health/LTC licenses; CFP preferred and a Bachelor's degree.