Wealth Advisor: Build Client Relationships & Solutions

JPMorgan Chase & Co.; Tampa (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. This role emphasizes relationship management and supporting teammates’ success while fostering a diverse culture.

Ideal candidates will have at least 2 years of financial advisory experience and a commitment to client acquisition. You will utilize your strong understanding of financial markets to enhance the client experience and educate them on various investment strategies.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability and commitment to goals‑based planning and advice.

Responsibilities

• Champion and support your teammates’ success.
• Build a book of business delivering personalized investment solutions.
• Educate clients on technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial planning

Financial markets understanding

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. This role emphasizes relationship management and supporting teammates’ success while fostering a diverse culture.

Ideal candidates will have at least 2 years of financial advisory experience and a commitment to client acquisition. You will utilize your strong understanding of financial markets to enhance the client experience and educate them on various investment strategies.