J.P. Morgan Wealth Management - Private Client Advisor - Pembroke Pines, Miami Gardens and Cooper City
On-site · Pembroke Pines, Florida, United States or Cooper City, Florida, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families. The role emphasizes relationship management, goals-based planning, financial coaching beyond investments, and educating clients on technology and digital channels. Requires a Series 7 license and a Series 66 license (or obtaining them within 60 days), plus Life, Health and LTC licenses (or to be obtained within 60 days). Preferred qualifications include CFP certification and a Bachelor's degree. Locations include Pembroke Pines, Miami Gardens, and Cooper City, FL, with in-person client engagement expectations. The posting is for a full-time opportunity within JPMorgan Chase & Co., offering wealth management advisory services.
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 (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
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Preferred: Certified Financial Planning (CFP) certification
- Bachelor’s degree preferred
Desired Qualifications
- Certified Financial Planning (CFP) certification is preferred
- Bachelor’s degree preferred
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