Wealth Advisor — Private Client & Digital Solutions

JPMorgan Chase; Winter Haven (FL); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a talented Financial Advisor in Florida to build lasting client relationships and deliver personalized investment solutions. You will work with clients to understand goals and provide guidance across markets and digital channels.

Eligible candidates hold Series 7 and Series 66 licenses (or obtain within 60 days), Life/Health/LTC insurance licenses, and a bachelor’s degree. CFP is preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.
• Active Series 7 and Series 66 licenses or must obtain within 60 days of starting in the role as a condition of employment.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Foster relationships and collaborate with key partners.
• Provide holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on digital channels to monitor investments.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial markets understanding

Digital literacy

Education

Bachelor's degree

CFP certification (preferred)

Tools

Series 7

Series 66

Life/Health/LTC License

Job description

JPMorgan Chase is seeking a talented Financial Advisor in Florida to build lasting client relationships and deliver personalized investment solutions. You will work with clients to understand goals and provide guidance across markets and digital channels.

Eligible candidates hold Series 7 and Series 66 licenses (or obtain within 60 days), Life/Health/LTC insurance licenses, and a bachelor’s degree. CFP is preferred.