Senior Private Client & Wealth Advisor

JP Morgan Chase; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients save, invest, and plan for their financial goals with a focus on personalized service. You will build relationships, work with partners, and stay informed about markets and digital tools to enhance the client experience.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated 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 license.
• A valid and active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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 to clients through leadership and relationship-building.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels available to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become digitally confident and bank how they want.

Skills

Relationship-building

Client acquisition

Financial planning

Goals-based planning

Series 7

Series 66

Life, Health and LTC license

Education

Bachelor’s degree preferred

Job description

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.

You will help clients save, invest, and plan for their financial goals with a focus on personalized service. You will build relationships, work with partners, and stay informed about markets and digital tools to enhance the client experience.