Wealth Advisor: Private Client & Relationship Builder

Testing Site - JPMC; Florida; On-site; USD 70,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in Florida to provide comprehensive financial planning and personalized investment guidance for individuals and families.

You will leverage a broad product suite, trusted referrals, and digital tools to deliver an exceptional investor experience. The role requires industry licenses (Series 7, Series 66; Life/Health/LTC) and a focus on relationship-driven service, goals-based planning, and fiduciary integrity in a

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.
• Demonstrated ability and commitment to goals-based planning and advice.

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 by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Client acquisition

Relationship-building

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor’s degree (preferred)

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in Florida to provide comprehensive financial planning and personalized investment guidance for individuals and families.

You will leverage a broad product suite, trusted referrals, and digital tools to deliver an exceptional investor experience. The role requires industry licenses (Series 7, Series 66; Life/Health/LTC) and a focus on relationship-driven service, goals-based planning, and fiduciary integrity in a