Wealth Advisor: Holistic Planning & Digital Growth

JPMorgan Chase & Co.; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor within Chase Wealth Management to deliver tailored financial planning and investment guidance for individuals and families. You will build relationships, provide comprehensive solutions, and leverage digital tools to enhance client experiences.

Responsibilities include growing a book of business, maintaining client relationships, and applying goals-based planning with integrity while staying current on market developments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments.
• Provide a holistic view of the firm's clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Integrity and ethics

Education

Bachelor's degree

CFP certification

Tools

Series 7

Series 66 (63/65)

Life/Health/Long-Term Care license

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor within Chase Wealth Management to deliver tailored financial planning and investment guidance for individuals and families. You will build relationships, provide comprehensive solutions, and leverage digital tools to enhance client experiences.

Responsibilities include growing a book of business, maintaining client relationships, and applying goals-based planning with integrity while staying current on market developments.