J.P. Morgan Wealth Management - Private Client Advisor - West Palm Beach, FL
On-site · West Palm Beach, Florida, United States
Job Summary
Private Client Advisor within Chase Wealth Management delivering comprehensive financial planning and investment solutions to individuals and families. Build a book of business and deliver personalized investment solutions leveraging leadership and relationship-building skills with emphasis on relationship management, client education on digital tools, and holistic financial coaching beyond investments. Requires active Series 7 and Series 66 (63/65) licenses and Life/Health/LT Care licenses (or ability to obtain within 60 days); CFP preferred and bachelor’s degree preferred. Focus on understanding clients’ financial needs, leveraging digital innovations to enable clients to bank how and where they want, and partnering with banks and referrals to deepen client relationships.
Required Qualifications
- Series 7 license (active)
- Series 66 license (63/65) active or must be obtained within 60 days of starting
- Life, Health, and Long-Term Care Insurance license active or must be obtained within 60 days of starting
- Bachelor’s degree preferred
- Certified Financial Planner (CFP) certification preferred
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