Wealth Advisor: Holistic Planning & Client Growth

JPMorganChase; Fort Lauderdale (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Fort Lauderdale is seeking a Private Client Advisor to provide personalized financial planning and investment solutions. The ideal candidate will have at least 2 years in a Financial Advisor role and relevant licenses like Series 7 and Series 66. Responsibilities include building client relationships and delivering comprehensive financial coaching. The firm offers competitive compensation including potential commissions and a comprehensive benefits package that supports the health and well-being of employees.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in maintaining client relationships.
• Ability to achieve goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.
• Champion and support teammates’ success.

Skills

Client acquisition

Financial coaching

Relationship management

Understanding of financial markets

Leadership skills

Education

Bachelor’s degree

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Fort Lauderdale is seeking a Private Client Advisor to provide personalized financial planning and investment solutions. The ideal candidate will have at least 2 years in a Financial Advisor role and relevant licenses like Series 7 and Series 66. Responsibilities include building client relationships and delivering comprehensive financial coaching. The firm offers competitive compensation including potential commissions and a comprehensive benefits package that supports the health and well-being of employees.