Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Cape Coral (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting relationships, collaborate with partners, and provide an investor-focused experience through personalized solutions. This role requires strong knowledge of financial markets, integrity, and the ability to educate clients on digital tools to monitor and manage investments while aligning with the firm's priorities.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships; strong track record with partners.
• Series 7 and Series 66 licenses required or to be obtained within 60 days of starting; Life, Health and Long Term Care licenses required or to be obtained within 60 days of starting.

Responsibilities

• Champion and support teammates’ success and the bank’s diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit integrity and always act in clients’ best interests.
• Educate clients on digital tools to monitor and manage investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life, Health and LTCare license

Long Term Care license

Education

Bachelor’s degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families.

You will build lasting relationships, collaborate with partners, and provide an investor-focused experience through personalized solutions. This role requires strong knowledge of financial markets, integrity, and the ability to educate clients on digital tools to monitor and manage investments while aligning with the firm's priorities.