Wealth Advisor – Personal Planning & Investment Solutions

JPMorganChase; Boca Raton (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will support a diverse client base, build relationships, and leverage digital channels to enhance the investor experience.

You will collaborate with partners to deliver bespoke investment solutions, maintain client ownership, and uphold high ethical standards while driving growth and service excellence in a dynamic

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, and integrating with key partners.
• Commitment to goals-based planning and advice.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgement.
• Promote integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enable clients to bank when and where they want.

Skills

Financial advisory

Client acquisition

Relationship management

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will support a diverse client base, build relationships, and leverage digital channels to enhance the investor experience.

You will collaborate with partners to deliver bespoke investment solutions, maintain client ownership, and uphold high ethical standards while driving growth and service excellence in a dynamic