J.P. Morgan Wealth Management - Private Client Advisor - Stuart and Vero Beach, FL

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, supporting a wide range of clients from beginners 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 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

Chase Wealth Management seeks candidates who can demonstrate a deep understanding of financial markets and sound business judgment, exhibit unwavering integrity, and possess a passion for educating clients on the technology and channels available to them.

Benefits

Chase offers a competitive total rewards package, including base salary determined based on the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Additional details about total compensation and benefits will be provided during the hiring process.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.

Schedule

Hours and schedule vary based on the role and location.

Additional Information

Products not available in all states. For more information about requesting an accommodation, visit our FAQs. Equal Opportunity Employer/Disability/Veterans.