J.P. Morgan Wealth Management – Private Client Advisor – St Petersburg, FL Position Available In Pinellas, Florida
Tallo's Job Summary: J.P. Morgan Wealth Management - Private Client Advisor in St. Petersburg, FL, offered by JPMorgan Chase Bank, N.A. Responsibilities include providing financial planning, client relationship management, and investment solutions. Qualifications require at least 2 years in a Financial Advisor role, Series 7 and 66 licenses, and commitment to goals-based planning. Preferred qualifications include CFP® certification and a bachelor's degree.
Job Description
Location:
Saint Petersburg, US-FL
Rate:
Not Specified
Type:
Permanent J.P. Morgan Wealth Management – Private Client Advisor – St Petersburg, FL At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills
- 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
- 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 Preferred qualifications, capabilities, and skills
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE
NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
SUBJECT TO INVESTMENT
RISKS, INCLUD…
Rate:
Not Specified
Location:
Saint Petersburg, US-FL
Type:
Permanent
Industry:
Finance
Recruiter:
JPMorgan Chase Bank, N.A.
Contact:
Not Specified
Email:
to view click here
Reference:
210586968
Posted:
2025-04-26 08:49:00 –
