Wealth Private Client Advisor — Holistic Planning

JPMorgan Chase & Co.; Sarasota (FL); On-site; USD 90,000 - 140,000; Full time

Job summary

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

You will help clients build wealth through personalized investment solutions, leveraging digital tools and a strong client-service ethos. The role emphasizes relationship-building, integrity, and a client-first mindset, with opportunities to collaborate with partners and expand your advisory book in a dynamic, client-focused

Qualifications

• Minimum 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.
• Active Series 7 license.
• Active Series 66 license or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building.
• Demonstrate 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 the technology and channels available to monitor, maintain, and handle investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients bank digitally and conveniently.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial advisory

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

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

You will help clients build wealth through personalized investment solutions, leveraging digital tools and a strong client-service ethos. The role emphasizes relationship-building, integrity, and a client-first mindset, with opportunities to collaborate with partners and expand your advisory book in a dynamic, client-focused