J.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FL
On-site · Cape Coral, Florida, United States or Venice, Florida, United States
Job Summary
Private Client Advisor position within JPMorgan Chase's Wealth Management in Cape Coral/Venice, FL. You will build a book of business and provide comprehensive financial planning and investment solutions to individuals and families, leveraging leadership, relationship-building, and digital channels to enhance client experiences. Core responsibilities include relationship management, delivering personalized investment solutions, maintaining strong market knowledge, and coordinating with partners to deepen client relationships. Requirements include at least 2 years in a financial advisory role, Series 7 and Series 66 licenses (or to obtain within 60 days), Life/Health & LTC license (or to obtain within 60 days). Preferred CFP certification and a Bachelor's degree. Notable disclosures about products and brokerage relationships apply. This is a full-time role based in Florida with emphasis on client acquisition, coaching, and leveraging Chase’s digital platforms to serve clients.
Required 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
- 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
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