J.P. Morgan Wealth Management - Private Client Advisor - Greater Boca Raton, FL
On-site · Boca Raton, Florida, United States
Job Summary
Private Client Advisor within Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to individuals and families. Utilize leadership and relationship-building skills to focus on relationship management rather than portfolio management, and educate clients on technology and channels to monitor and manage investments. Demonstrates deep understanding of financial markets, integrity, and a holistic view of clients’ needs and financial coaching beyond investments. Embraces digital innovations to help clients become more digitally confident and bank when, where, and how they want. Requires Series 7 and Series 66 licenses (or equivalent) and Life/Health/LTC licenses, with CFP certification preferred and Bachelor’s degree preferred. Investments are offered through JPMS and related entities, with products not FDIC insured and subject to investment risks.
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 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.