JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Coconut Creek and Deerfield Beach, FL
Coconut Creek, FL +1 · Full-time · Posted Oct 14, 2026
- Location
- Coconut Creek, FL
Deerfield Beach, FL - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized solutions through J.P. Morgan’s wealth management platform.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide financial coaching and educate clients on investment technology and digital banking channels.
- Support teammates and bank goals while delivering client-focused advice with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain each within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative