J.P. Morgan Wealth Management - Private Client Advisor - Central Sarasota
On-site · Sarasota, Florida, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions to clients, relying on leadership and relationship-building skills with a focus on relationship management. Provide a holistic view of clients’ needs, educate clients on technology and digital channels to monitor and manage investments, and coordinate with partner referrals to deepen client relationships. Emphasizes integrity and client-first service, and role requires applicable securities and insurance licenses (Series 7, Series 66, Life/Health/LTC) with CFP preferred and Bachelor’s degree preferred.
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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