Strategic Private Client Wealth Advisor

Next Frontier Capital; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

J.P. Morgan Chase in Miami, FL is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice within Chase Wealth Management.

You will serve individuals and families, helping them achieve their financial goals through advised solutions and referrals from Chase partners. The role emphasizes relationship management, deep market knowledge, and proactive coaching, with a focus on delivering a high‑quality investor experience and embracing digital tools for

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.

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better 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 more digitally confident and bank when, where, and how they want

Skills

Series 7

Series 66

Life/Health/LTC license

Relationship management

Financial planning

Education

Bachelor's degree

CFP certification (preferred)

Job description

J.P. Morgan Chase in Miami, FL is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice within Chase Wealth Management.

You will serve individuals and families, helping them achieve their financial goals through advised solutions and referrals from Chase partners. The role emphasizes relationship management, deep market knowledge, and proactive coaching, with a focus on delivering a high‑quality investor experience and embracing digital tools for