Wealth Advisor: Private Client Relationships

JPMorgan Chase & Co.; Sarasota (FL); Vor Ort; USD 90.000 - 160.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and customized investment solutions to individuals and families.

You will build relationships, grow your book of business, and help clients monitor their investments using digital tools. You will rely on market knowledge, strong client service, and a fiduciary approach to advise across wealth needs while collaborating with partners and maintaining regulatory

Qualifikationen

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licenses: Series 7, Series 66 (63/65) required or obtained within 60 days.

Aufgaben

• Build a book of business and deliver personalized investment solutions to clients.
• Champion teammates’ success and foster a culture of diversity.
• Demonstrate understanding of financial markets and sound judgement.
• Educate clients on technology and channels to monitor investments.
• Provide holistic financial coaching beyond investments.

Kenntnisse

Series 7

Series 66

Life/Health/LTC license

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Ausbildung

Bachelor's degree

Jobbeschreibung

J.P. Morgan Chase in Florida is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and customized investment solutions to individuals and families.

You will build relationships, grow your book of business, and help clients monitor their investments using digital tools. You will rely on market knowledge, strong client service, and a fiduciary approach to advise across wealth needs while collaborating with partners and maintaining regulatory