Wealth Advisor for Private Clients & Planning

Fairygodboss

Saint Augustine (FL)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build a book of business, rely on relationship-building skills, and deliver personalized investment solutions with an emphasis on client education and digital tools.

The role requires Series 7 and Series 66 licenses (or obtain within 60 days), plus Life/Health/LTC licenses.

Qualifications

At least 2 years in a Financial Advisor role or equivalent financial services experience.
Proven success in acquiring and maintaining clients and partnering with key referrals.
Commitment to goals-based planning and advice.
Licenses: Series 7 and Series 66 (63/65) active or obtained within 60 days of starting.
Life, Health and Long Term Care Insurance license active or obtained within 60 days.

Responsibilities

Build and manage a book of business with a focus on relationship management.
Provide comprehensive financial planning and investment advice to individuals and families.
Demonstrate understanding of financial markets and sound business judgement.
Educate clients on technology and channels to monitor investments.
Maintain client trust with integrity and fiduciary standards.
Collaborate with Chase partners to deepen client relationships.