Wealth Advisor for Private Clients – Relationship-Focused

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

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build trusted relationships, provide personalized advice, and connect clients with Chase referrals to deepen client engagement.

The role emphasizes integrity, client-first service, and the ability to translate market insights into actionable guidance across digital channels and platforms.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates and diversity goals.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.
• Embrace digital tools to help clients bank how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Education

Series 7 license

Series 66 license

Life, Health and LTC license

Bachelor’s degree

CFP certification (preferred)

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families. You will build trusted relationships, provide personalized advice, and connect clients with Chase referrals to deepen client engagement.

The role emphasizes integrity, client-first service, and the ability to translate market insights into actionable guidance across digital channels and platforms.