Wealth Advisor, Comprehensive Financial Planning

Fairygodboss; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor to join Chase Wealth Management in Florida.

You will provide comprehensive financial planning and tailored investment advice to individuals and families, leveraging digital tools and partnerships to enhance the client experience. The role centers on building lasting client relationships, delivering customized investment solutions, and promoting a holistic approach to financial coaching.

Qualifications

• Minimum 2 years in a financial advisor role or equivalent experience.
• Proven success in acquiring and retaining clients and partnering with key teams.
• Commitment to goals-based financial planning and advice.
• Must hold active Series 7 license and Series 66 or obtain within 60 days.
• Must hold Life, Health and Long Term Care Insurance licenses or obtain within 60 days.

Responsibilities

• Provide comprehensive financial planning and investment guidance to individuals and families.
• Build and manage a book of business with a client-centric advisory approach.
• Deliver personalized investment solutions using market knowledge and client goals.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Foster digital engagement to support client access and satisfaction.
• Collaborate with Chase partners to deepen client relationships.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial planning

Portfolio advisory

Communication skills

Regulatory licensing (Series 7)

Regulatory licensing (Series 66)

Life/Health/LTC licensing

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor to join Chase Wealth Management in Florida.

You will provide comprehensive financial planning and tailored investment advice to individuals and families, leveraging digital tools and partnerships to enhance the client experience. The role centers on building lasting client relationships, delivering customized investment solutions, and promoting a holistic approach to financial coaching.