Wealth Advisor: Personal Finance & Planning

JPMorgan Chase & Co.; Naples (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Naples, FL is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build a book of business, leverage digital channels, and partner with specialists to meet client needs. The role emphasizes relationship management, integrity, and the ability to translate market insights into tailored advice, with licensing requirements and ongoing professional development supported by the bank.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investment coaching.
• Educate clients on digital tools to monitor investments.
• Operate with integrity and fiduciary standards.
• Collaborate with JPMorgan Chase partners to deepen client relationships.

Skills

Client relationships

Business development

Financial guidance

Relationship management

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Naples, FL is seeking a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build a book of business, leverage digital channels, and partner with specialists to meet client needs. The role emphasizes relationship management, integrity, and the ability to translate market insights into tailored advice, with licensing requirements and ongoing professional development supported by the bank.