JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Deerfield Beach and East Boca Raton
Deerfield Beach, FL +1 · Full-time · Posted May 20, 2026
- Location
- Deerfield Beach, FL
Boca Raton, FL - 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, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients on digital tools and channels for managing investments.
- Support teammates and bank goals while delivering an exceptional client experience 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 cultivation and maintenance, and integration with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative