Senior Wealth Advisor for High‑Net‑Worth Families

Aumni; Fort Lauderdale (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Fort Lauderdale seeks a Private Banker to advise high-net-worth families on wealth building, preservation, and balance sheet optimization. You will leverage knowledge of investments, planning, credit, and banking to serve clients and generate new assets.

Role requires up to 10% travel for client meetings and industry events; collaboration with internal specialists to deliver tailored strategies across asset classes.

Qualifications

• Bachelor's degree in Economics, Finance, Accounting, or related field is required.
• Five (5) years of experience in wealth management or related roles is required.
• Licensing in FINRA Series S7TO, 66, SIE, U4 is preferred/required.

Responsibilities

• Advise families on building, preserving, and managing wealth using holistic planning.
• Generate new client acquisition and deepen relationships across all lines of business.
• Advise on balance sheet, asset allocation, investment management, and credit needs.
• Partner with internal specialists to deliver interdisciplinary solutions.

Skills

Relationship building

Business development

Asset allocation

Portfolio analysis

Excel & PowerPoint

Investment knowledge

CRM proficiency

Client communication

Equities & fixed income

Financial planning

Education

Bachelor's degree in Economics, Finance, Accounting, or related field

Tools

Excel

PowerPoint

Job description

JPMorgan Chase & Co. in Fort Lauderdale seeks a Private Banker to advise high-net-worth families on wealth building, preservation, and balance sheet optimization. You will leverage knowledge of investments, planning, credit, and banking to serve clients and generate new assets.

Role requires up to 10% travel for client meetings and industry events; collaboration with internal specialists to deliver tailored strategies across asset classes.