Wealth Advisor: Holistic Planning & Client Growth
JPMorganChase
14 days+
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Job summary
A leading financial services firm in Sarasota, Florida is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support a diverse client base, building relationships and delivering personalized investment solutions. The ideal candidate has at least 2 years of financial advisor experience, holds a Series 7 and Series 66 license, and a commitment to client success. The position offers a competitive salary with various benefits including health care and retirement plans.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition and maintaining relationships.
- Valid and active Series 7 and Series 66 licenses required.
Responsibilities
- Build a book of business and deliver personalized investment solutions.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Embrace digital innovations to help clients become more digitally confident.
Skills
Client acquisition
Relationship management
Financial coaching
Understanding of financial markets
Education
Bachelor's degree
Certified Financial Planning (CFP®) certification
Tools
Financial planning software
Job description
A leading financial services firm in Sarasota, Florida is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will support a diverse client base, building relationships and delivering personalized investment solutions. The ideal candidate has at least 2 years of financial advisor experience, holds a Series 7 and Series 66 license, and a commitment to client success. The position offers a competitive salary with various benefits including health care and retirement plans.
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