Wealth Advisor - Private Client, Holistic Planning

Testing Site - JPMC; Florida; On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. You will deliver comprehensive financial planning, offer advised solutions, and strengthen client relationships through trusted guidance and trusted referrals.

You will engage with clients to understand goals and tailor investment strategies that align with their needs. You will lead with integrity, stay current on markets, and educate clients on available digital tools to monitor and manage their investments,

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.
• Active Life, Health and Long-Term Care insurance licenses required or must be obtained within 60 days of starting.
• Strong client acquisition, relationship-building, and goals-based planning capabilities.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain integrity and act in clients' best interests.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Embrace digital tools to enhance client engagement and accessibility.

Skills

Relationship-building

Client acquisition

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor’s degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management. You will deliver comprehensive financial planning, offer advised solutions, and strengthen client relationships through trusted guidance and trusted referrals.

You will engage with clients to understand goals and tailor investment strategies that align with their needs. You will lead with integrity, stay current on markets, and educate clients on available digital tools to monitor and manage their investments,