Wealth Advisor for Private Clients & Holistic Planning

Testing Site - JPMC; Venice (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase invites a Private Client Advisor to join Chase Wealth Management in Florida. You will deliver comprehensive financial planning, advise high-net-worth individuals and families, and build lasting client relationships.

The role emphasizes integrity, digital literacy, and holistic financial coaching to help clients monitor and manage investments. The position requires relevant advisor experience, active licenses (Series 7, 66) or timely completion, and a commitment to ongoing

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 is required.
• Active Series 66 (63/65) license required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide comprehensive financial planning and advice for individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Promote a culture of integrity and client-first service.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Education

Bachelor's degree

Job description

J.P. Morgan Chase invites a Private Client Advisor to join Chase Wealth Management in Florida. You will deliver comprehensive financial planning, advise high-net-worth individuals and families, and build lasting client relationships.

The role emphasizes integrity, digital literacy, and holistic financial coaching to help clients monitor and manage investments. The position requires relevant advisor experience, active licenses (Series 7, 66) or timely completion, and a commitment to ongoing