Wealth Advisor: Private Clients & Planning

JPMorgan Chase & Co.; Bradenton (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in Florida.

You will leverage leadership and relationship-building skills to grow a client base while delivering tailored investment solutions and leveraging Chase referrals. The role requires active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses or a plan to obtain them within 60 days.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Strong goals-based planning and advisory capabilities.
• Active Series 7 license is required.
• Active Series 66 (63/65) license required or to be obtained within 60 days of start.
• Active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions through relationship-building.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate understanding of financial markets and sound business judgment.
• Maintain high integrity and client-focused service.
• Educate clients on technology and channels for monitoring and managing investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enable clients to bank anytime, anywhere.

Skills

Financial advisor

Client acquisition

Relationship management

Regulatory compliance

Licensing (Series 7)

Licensing (Series 66)

Life/Health/LTC license

Education

Bachelor's degree preferred

Tools

Series 7

Series 66

Life/Health/LTC license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in Florida.

You will leverage leadership and relationship-building skills to grow a client base while delivering tailored investment solutions and leveraging Chase referrals. The role requires active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses or a plan to obtain them within 60 days.