J.P. Morgan Wealth Management - Private Client Advisor - Winter Garden, FL

JPMorganChase • Winter Garden, FL

1d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, supporting clients ranging from those just starting to save to those with significant wealth. You will provide an exceptional investor experience through advised solutions and Chase partner referrals that deepen client relationships. The role uses the firm’s investment products, thought leadership, and digital technology to meet clients’ financial needs, with a consistent focus on relationship management rather than portfolio management.

Requirements

• 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.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) license, or ability to obtain it within 60 days of starting in the role as a condition of employment.
• Valid and active Life, Health and Long Term Care Insurance license, or ability to obtain it within 60 days of starting in the role as a condition of employment.

Nice To Haves

• Certified Financial Planning (CFP®) certification preferred.
• Bachelor’s degree preferred.

Responsibilities

• Champion and support teammates’ success and bank goals while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions through leadership and relationship-building, with a focus on relationship management rather than portfolio management.
• Demonstrate understanding of financial markets and sound business judgment.
• Act with integrity and do what is right for clients.
• Educate clients about technology and channels they can use to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Use digital innovations to help clients become more digitally confident and bank when, where, and how they want.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed