Wealth Management Advisor: Grow Relationships & Guide Investments

JPMorganChase; Bradenton (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 tailored investment advice for individuals and families. You will develop relationships, deliver solutions, and collaborate with partners to deepen client engagement.

Responsibilities include growing a client base, understanding markets, and guiding clients through digital tools to monitor investments, while upholding high ethical standards and fiduciary duty.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Licensure required or to be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial planning and investment guidance.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on digital tools and channels for monitoring investments.
• Maintain integrity and fiduciary responsibility to clients.

Skills

Relationship management

Goals-based planning

Client acquisition

Financial advisory

Education

Bachelor's degree preferred

Certified Financial Planner (CFP) preferred

Tools

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and tailored investment advice for individuals and families. You will develop relationships, deliver solutions, and collaborate with partners to deepen client engagement.

Responsibilities include growing a client base, understanding markets, and guiding clients through digital tools to monitor investments, while upholding high ethical standards and fiduciary duty.