Wealth Advisor for Private Clients & Holistic Planning

JPMorganChase; Miami (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

J.P. Morgan Chase, a leading financial services firm in the United States, is seeking a Private Client Advisor to join Chase Wealth Management in Miami.

You will provide comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering tailored solutions that meet diverse financial needs. With a focus on goals-based planning, you will leverage leadership and partnerships to grow a book of clients, stay ahead of market trends, and

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.
• A valid and active Series 7.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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.
• 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

Client acquisition

Relationship-building

Goals-based planning

Series 7 license

Series 66 license

Life/Health/ LTC license

Education

CFP certification (preferred)

Bachelor's degree (preferred)

Job description

J.P. Morgan Chase, a leading financial services firm in the United States, is seeking a Private Client Advisor to join Chase Wealth Management in Miami.

You will provide comprehensive financial planning and investment advice to individuals and families, building lasting relationships and delivering tailored solutions that meet diverse financial needs. With a focus on goals-based planning, you will leverage leadership and partnerships to grow a book of clients, stay ahead of market trends, and