Wealth Advisor: Private Clients & Holistic Planning

JP Morgan Chase; Miami Gardens (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering exceptional investor experiences.

You will grow a book of business, offer advised solutions, and collaborate with partners to help clients monitor and adjust investments through digital channels while upholding integrity and service excellence.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability and commitment to goals-based planning and advice.
• Demonstrated ability to grow a client base and maintain client relationships.
• Active Series 7 and Series 66 (63/65) licenses required or to be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance licenses required or to be obtained within 60 days of start.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Advise clients with a focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain high integrity and act in the best interests of clients at all times.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and access services.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Education

Bachelor's degree

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, building lasting relationships and delivering exceptional investor experiences.

You will grow a book of business, offer advised solutions, and collaborate with partners to help clients monitor and adjust investments through digital channels while upholding integrity and service excellence.