Wealth Advisor: Holistic Planning & Client Growth

Aumni; Palm Harbor (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will support clients from savers to high-net-worth, delivering advised solutions and referring Chase partners to deepen relationships.

The role emphasizes relationship-building, integrity, and educating clients on digital tools to monitor and manage investments, while advancing a holistic view of client needs.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licenses: Series 7, Series 66 (63/65) or must obtain within 60 days; Life/Health/LTC license or must obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound judgement.
• Provide holistic financial coaching beyond investments.
• Educate clients on digital channels to monitor and manage investments.

Skills

Financial advisory

Client relationships

Goals-based planning

Relationship management

Digital tools education

Education

Bachelor's degree

CFP certification preferred

Tools

Financial planning software

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. You will support clients from savers to high-net-worth, delivering advised solutions and referring Chase partners to deepen relationships.

The role emphasizes relationship-building, integrity, and educating clients on digital tools to monitor and manage investments, while advancing a holistic view of client needs.