Wealth Advisor for Private Clients & Planning

JPMorgan Chase; Miami (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Miami is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. The ideal candidate will have at least 2 years of experience in financial advising, demonstrate success in client acquisition, and hold required licenses. You will play a critical role in building client relationships while embracing digital innovations to enhance client experience. The position offers a competitive rewards package along with a supportive work environment.

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.
• Must have a valid and active Series 7 license.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support teammates' success and foster a culture of diversity.
• Educate clients on technology for investment monitoring.

Skills

Client acquisition

Relationship management

Financial market understanding

Technology education for clients

Education

Bachelor's degree preferred

CFP® certification preferred

Job description

A leading financial services firm in Miami is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning. The ideal candidate will have at least 2 years of experience in financial advising, demonstrate success in client acquisition, and hold required licenses. You will play a critical role in building client relationships while embracing digital innovations to enhance client experience. The position offers a competitive rewards package along with a supportive work environment.