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Private Wealth Advisor | Holistic Financial Planning
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listed on 2026-07-26
Listing for:
JPMorganChase
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Chase is seeking a Private Client Advisor in Tampa, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on delivering personalized investment solutions. You are expected to have at least 2 years of financial advisory experience, and possess necessary licenses, including Series 7 and Series 66. You will contribute to a diverse culture while delivering exceptional client service.
A bachelor’s degree and CFP certification are preferred. A competitive rewards package is offered, including health benefits, retirement plans, and support for career growth.
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