JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - Miami Beach and Wynwood
Miami Beach, FL · Full-time · Posted Oct 26, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and delivering personalized investment solutions.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Educate clients about digital tools and provide financial coaching beyond investments.
- Support teammates and bank goals while fostering a diverse culture and acting with integrity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Success in client acquisition, maintaining relationships, and integrating with key partners; ability and commitment to goals-based planning and advice.
- Valid and 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