Wealth Advisor: Holistic Planning & Digital Solutions

Testing Site - JPMC; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client referrals and outcomes. The role requires a solid track record in client acquisition, a strong understanding of financial markets, and active licenses (Series 7, Series 66, Life/Health/LTC) or

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition and building relationships with partners
• Strong commitment to goals-based planning and providing advisory solutions
• Licensing requirements: Series 7, Series 66, Life/Health/LTC licenses or obtain within 60 days of start

Responsibilities

• Build and manage a book of business delivering personalized investment solutions
• Provide comprehensive financial planning and advice to individuals and families
• Demonstrate understanding of financial markets and sound business judgment
• Educate clients on technology and channels to monitor and manage investments
• Collaborate with partners to deepen client relationships and referrals
• Uphold integrity and act in clients' best interests

Skills

Client relationship management

Goals-based financial planning

Financial markets knowledge

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase is hiring a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families.

You will build client relationships, deliver personalized investment solutions, and collaborate with partners to deepen client referrals and outcomes. The role requires a solid track record in client acquisition, a strong understanding of financial markets, and active licenses (Series 7, Series 66, Life/Health/LTC) or