Private Wealth Advisor — Personal Planning & Digital Insight

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build strong client relationships, acquire new clients, and collaborate with partners across the bank to provide an exceptional investor experience while upholding the firm’s standards.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven 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.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients by leveraging leadership and relationship-building skills.
• Maintain relationships and collaborate with key partners to deepen client engagement.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Educate clients on technology and channels to monitor, maintain, and manage investments.
• Provide holistic financial coaching beyond investments and uphold integrity in client service.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Client acquisition

Relationship mgmt

Financial planning

Regulatory compliance

Digital coaching

Education

Bachelor's degree (preferred)

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment solutions to individuals and families.

You will build strong client relationships, acquire new clients, and collaborate with partners across the bank to provide an exceptional investor experience while upholding the firm’s standards.