Wealth Advisor: Personal Planning & Digital Solutions

JPMorgan Chase & Co.; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in the Miami area is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, building trusted relationships through expert guidance.

You will leverage digital tools and collaborate with partners to provide holistic financial advice while upholding the firm’s standards of integrity and client service.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• Active Series 7 license
• Active Series 66 (63/65) license or must be obtained within 60 days of starting
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting

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 to your clients focusing on relationship management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity that guides decisions in the best interest of clients
• Educate clients on technology and channels to monitor and manage investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients be digitally confident and bank how they want

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Insurance license

Education

Bachelor's degree

CFP certification

Job description

JPMorgan Chase & Co. in the Miami area is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, building trusted relationships through expert guidance.

You will leverage digital tools and collaborate with partners to provide holistic financial advice while upholding the firm’s standards of integrity and client service.