Wealth Advisor: Holistic Planning & Digital Guidance

JPMorgan Chase & Co.; Sarasota (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is looking for a Private Client Advisor in Sarasota, Florida. The role involves offering comprehensive financial planning and advice to individuals and families, supporting clients in various stages of wealth. Candidates should have at least 2 years of experience, relevant financial licenses such as Series 7 and 66, and excellent relationship management skills. This position also emphasizes a commitment to diversity and providing a superior client experience through education and digital tools.

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.

Responsibilities

• Champion and support your teammates’ success.
• Build a book of business with personalized investment solutions.
• Educate clients on digital tools for their investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Digital technology familiarity

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is looking for a Private Client Advisor in Sarasota, Florida. The role involves offering comprehensive financial planning and advice to individuals and families, supporting clients in various stages of wealth. Candidates should have at least 2 years of experience, relevant financial licenses such as Series 7 and 66, and excellent relationship management skills. This position also emphasizes a commitment to diversity and providing a superior client experience through education and digital tools.