J.P. Morgan Wealth Management - Private Client Advisor - Central Miami
About the role
J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth.
Responsibilities
- Champion and support your teammates' success and foster a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients
- Provide an exceptional investor experience by offering advised solutions and Chase partner referrals
- Offer holistic financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Requirements
- 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 7A, Series 66 (63/65), and Life, Health and Long Term Care Insurance licenses are required or must be obtained within 60 days of starting in the role
Preferred Qualifications, Capabilities, And Skills
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
Skills
You will demonstrate a deep understanding of financial markets and sound business judgment, exhibit unwavering integrity, and have a passion for educating clients on the technology and channels available to them.
Benefits
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Pay
Our compensation and benefits package includes base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
Schedule
We offer a competitive total rewards package including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.