Wealth Advisor: Holistic Planning & Digital Investing

Testing Site - JPMC; Florida; 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 in Florida. You will provide comprehensive financial planning and investment advice to individuals and families, building lasting client relationships and delivering tailored investment solutions.

You will leverage market knowledge, digital channels, and a focus on client service to help clients monitor and manage their wealth while growing a book of business with trusted partners.

Qualifications

• 2+ years in a financial advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Support clients with comprehensive financial planning and advice.
• Demonstrate understanding of financial markets and sound judgement.
• Uphold integrity and fiduciary standards for clients.

Skills

Client acquisition

Relationship building

Goals-based planning

Financial planning

Education

Bachelor's degree

Series 7

Series 66 (63/65)

Life/Health/LTC license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in Florida. You will provide comprehensive financial planning and investment advice to individuals and families, building lasting client relationships and delivering tailored investment solutions.

You will leverage market knowledge, digital channels, and a focus on client service to help clients monitor and manage their wealth while growing a book of business with trusted partners.