J.P. Morgan Wealth Management - Private Client Advisor - Bonita Springs, FL

JPMorganChase • Bonita Springs, FL

6d

About The Position

As a Private Client Advisor in Chase Wealth Management, you will provide 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 deliver an exceptional investor experience through advised solutions and Chase partner referrals that deepen client relationships. The role represents the J.P. Morgan brand and uses its investment products, thought leadership platform, and digital technology to help meet clients’ financial needs. The focus is relationship management rather than portfolio management.

Investment and insurance products are not FDIC insured, not insured by any federal government agency, and are not deposits or other obligations of or guaranteed by JPMorgan Chase Bank, N.A. or its affiliates. They are subject to investment risks, including possible loss of principal. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor and member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products are not available in all states.

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 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 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 using leadership and relationship-building skills, with a consistent 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 available technology and channels to monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace 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