Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase & Co.; Florida; On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families.

You will help clients grow and protect wealth by offering tailored investment solutions and trusted guidance. You will build deep client relationships, collaborate with partners, stay current on markets, and demonstrate integrity in all recommendations.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and building relationships with partners.
• Commitment to goals-based planning and advice.
• Active Series 7 is required; Series 66 and Life/Health/LTC licenses must be active or obtained within 60 days.
• CFP certification is preferred; bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and the bank's diversity goals.
• Build a book of business and deliver personalized investment solutions based on relationship management.
• Demonstrate understanding of financial markets and sound business judgement.
• Act with integrity and do right by clients.
• Educate clients on technology and channels to monitor their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank how they want.

Skills

Series 7 license

Series 66 license

Life, Health & LTC license

Client relationship building

Financial advisory experience

Education

Bachelor’s degree

CFP certification preferred

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families.

You will help clients grow and protect wealth by offering tailored investment solutions and trusted guidance. You will build deep client relationships, collaborate with partners, stay current on markets, and demonstrate integrity in all recommendations.