Wealth Management Advisor

At J.P. Morgan Chase & Co., we are looking for an experienced Wealth Management Advisor to join our team and assist in helping our clients achieve financial success. The ideal candidate for this role would have a passion for delivering exceptional client service, a commitment to staying ahead of industry trends and a knack for finding creative solutions to financial obstacles. The Wealth Management Advisor will be responsible for providing sound financial advice to high net worth individuals, families and businesses. This includes developing customized financial plans, managing investments, and providing advice on insurance, taxes and estate planning. The ideal candidate should demonstrate a strong understanding of investment principles and possess excellent interpersonal skills to effectively develop and maintain relationships with clients.To be successful in this role, the Wealth Management Advisor should have a minimum of 5 years of experience as a Financial Advisor. A Bachelor’s degree in Business, Finance, Economics or related field is also required. The candidate should also be Series 7 and Series 66 (or Series 63 and Series 65) licensed. In addition, the candidate should be knowledgeable about financial products and services, tax regulations and fiduciary standards. If you are motivated to help clients reach their financial goals and have the qualifications we are looking for, then we invite you to apply to join our team!

According to JobzMall, the average salary range for a Wealth Management Advisor in Miami, FL, USA is between $55,000 and $125,000. This range varies depending on experience, qualifications, and the size and type of firm the advisor works for.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.