Wealth Advisor - Holistic Planning & Digital Solutions

Testing Site - JPMC

Florida

On-site

USD 85,000 - 120,000

Full time

14 days+

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Job summary

J.P. Morgan Chase invites applications for a Private Client Advisor within Chase Wealth Management in Florida.

You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging leadership and relationship-building to grow your book of business. Success hinges on strong client acquisition, a deep market understanding, and commitment to goals-based planning.

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.
Demonstrated ability and commitment to goals-based planning and advice.
A valid and active Series 7.
A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment.
CFP certification is preferred; Bachelor’s degree preferred.

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 focusing on relationship management.
Demonstrate a deep understanding of financial markets and sound business judgement.
Exhibit integrity that guides doing right by clients at every opportunity.
Educate clients on technology and channels to monitor, maintain, and handle investments.
Provide a holistic view of clients’ needs and financial coaching beyond investments.
Embrace digital innovations to help clients be more digitally confident and bank where they want.