JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Daytona Beach, FL
Daytona Beach, FL · Full-time · Posted Oct 7, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and offering advised solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions through relationship management.
- Provide holistic financial coaching and educate clients on digital tools and investment channels.
- Support teammates and bank goals while maintaining integrity and fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship cultivation and maintenance, and partner integration; ability and commitment to goals-based planning and advice.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license and Life, Health and Long Term Care Insurance license, or obtain both within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative