Wealth Advisor: Personal Financial Planning & Digital Guidance

JPMorgan Chase & Co.; Florida; On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will offer an exceptional investor experience by delivering advised solutions and leveraging Chase referrals to deepen client relationships. Your day-to-day includes building a book of business, delivering personalized investment solutions, and supporting teammates to achieve bank goals while maintaining the highest fiduciary

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven track record in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Active Series 7 license and Series 66 license or to be obtained within 60 days.
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

• Champion and support teammates and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions through relationship-building.
• Demonstrate deep understanding of financial markets and sound judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to meet clients where they want to bank.

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Digital/tech adoption

Education

Bachelor's degree (preferred)

CFP certification preferred

Job description

JPMorgan Chase & Co. in Florida seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will offer an exceptional investor experience by delivering advised solutions and leveraging Chase referrals to deepen client relationships. Your day-to-day includes building a book of business, delivering personalized investment solutions, and supporting teammates to achieve bank goals while maintaining the highest fiduciary