Wealth Planning Advisor for Private Clients

JPMorganChase; Boca Raton (FL); On-site; USD 85,000 - 140,000; Full time

Job summary

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families in Florida.

You will offer advised solutions, leverage partnerships, and nurture lifelong client relationships while delivering an exceptional investor experience. You will help clients monitor, manage, and grow their wealth by integrating market insights with a broad digital platform and a client-centric advisory approach 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.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

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 focusing on relationship 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.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients be digitally confident and bank when, where, and how they want

Skills

Client Acquisition

Relationship Building

Financial Planning

Regulatory Knowledge

Series 7

Series 66

Life/Health/LTC License

Education

Bachelor’s degree

CFP Certification

Job description

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families in Florida.

You will offer advised solutions, leverage partnerships, and nurture lifelong client relationships while delivering an exceptional investor experience. You will help clients monitor, manage, and grow their wealth by integrating market insights with a broad digital platform and a client-centric advisory approach in a