J.P. Morgan Wealth Management - Private Client Advisor - Central Sarasota
On-site · Sarasota, Florida, United States
Sarasota, Florida, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as a Private Client Advisor in Chase Wealth Management. Build a book of business and deliver personalized investment solutions with a client-relationship focus, leveraging leadership and collaboration with partners. Communicate with clients about markets, digital tools, and financial strategies; maintain integrity and a client-centric approach to help clients monitor and manage their investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Certified Financial Planning (CFP) certification is preferred
- Bachelor’s degree preferred
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