Private Client Advisor Jobs in Florida
Private Client Advisor jobs in Florida are in strong demand, concentrated in wealth management, private banking, and financial planning across a market that supports roles from junior relationship associate through senior wealth advisor. Miami, Tampa, and Palm Beach are the primary hiring hubs, home to major employers such as Morgan Stanley, Wells Fargo, and Raymond James, all of which maintain deep Florida operations. The most sought-after specialties are high-net-worth portfolio management, trust and estate planning, and alternative investments. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See All 31 Private Client Advisor Jobs in Florida
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Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Florida
Where Florida roles are concentrated, by current openings.
Private Client Advisor Job Market in Florida
A snapshot from current Florida openings, updated as new roles post.
Who's Hiring
- JPMorganChase24
- Bank of America3
- Marsh McLennan Agency2
- Marsh1
- Northwestern Mutual1
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
- Consulting & Professional Services
What Florida Employers Look For
The qualifications that appear most often in private client advisor jobs across Florida.
- Active FINRA Series 7 and Series 66 licenses required or expected within first year
- Bachelor's degree in finance, business, economics, or a closely related field
- Minimum three to five years of client-facing experience in financial services or wealth management
- Demonstrated ability to build and manage a book of business with high-net-worth clients
- CFP designation preferred or in progress for advisory and planning-focused positions
- Strong familiarity with Florida's retirement-centric client base and estate planning considerations
Private Client Advisor Jobs in Florida: Frequently Asked Questions
How do you become a private client advisor in Florida?
The most direct path is earning a bachelor's degree in finance or a related field, then obtaining FINRA licensure through the Series 7 General Securities Representative exam and the Series 66 Uniform Combined State Law exam, both of which are required to provide investment advice and sell securities in Florida. FINRA administers registration, and Florida operates under its framework with no separate state-issued investment advisor license required for broker-dealer employees. A CFP credential significantly strengthens candidacy for advisory roles.
How much do private client advisors make in Florida?
Private client advisors in Florida earn a median of about $100,970 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $48,950 for the lowest 10% to over $395,370 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Florida?
Employers hiring private client advisors in Florida right now include JPMorganChase, Bank of America, and Marsh McLennan Agency, based on current listings on Migrate Mate as of November 2026. Florida's large retirement population and concentration of high-net-worth households make it one of the more active states for private wealth hiring year-round.
Which Florida cities have the most private client advisor jobs?
Tampa, Orlando, and Melbourne account for the most private client advisor openings in Florida. Miami leads because of its international wealth base and density of private banking operations, Tampa draws hiring from large regional firms and corporate headquarters, and Palm Beach reflects concentrated demand from high-net-worth and ultra-high-net-worth clients who reside there year-round or seasonally.
Are there remote private client advisor jobs in Florida?
Yes, but they're rare. About 20% of private client advisor openings tied to Florida are remote or hybrid as of November 2026, reflecting the relationship-driven nature of the role. The functions most likely to be done remotely are financial planning analysis, portfolio review preparation, and client reporting, while business development and new client acquisition almost always require in-person presence.
How can I get hired as a private client advisor in Florida with little or no experience?
The most realistic entry point is a client associate or wealth management associate role, which large Florida-based firms like Raymond James and Wells Fargo use as the primary feeder into advisory positions. These roles handle administrative support, client onboarding, and portfolio reporting, giving you direct exposure to advisors. Completing your Series 7 before applying, even without an employer sponsor, signals commitment. A finance degree from a Florida university with a strong alumni network in the state's financial centers also opens early doors.
Where can I find and apply to private client advisor jobs in Florida?
You can find and apply to private client advisor jobs in Florida on Migrate Mate, which lists current Florida openings across wealth management, private banking, and financial planning. Find roles that fit your experience and credentials and apply directly through each listing.
See All 31 Private Client Advisor Jobs in Florida
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