J.P. Morgan Wealth Management – Private Client Advisor - Altoona, IA
On-site · Altoona, Iowa, United States
Altoona, Iowa, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor within Chase Wealth Management to build a book of business and deliver personalized investment solutions to clients, leveraging leadership and relationship-building skills; provide comprehensive financial planning, educate clients on digital channels, and collaborate with partners to deepen client relationships while upholding integrity and a client-focused investor experience.
Required Qualifications
- 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
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree (preferred)
- Certified Financial Planning (CFP) certification is preferred
Desired Qualifications
- Bachelor's degree preferred
- CFP certification preferred
- Series 7 license
- Series 66 license (63/65) or obtained within 60 days
- Life, Health and Long Term Care Insurance license or obtained within 60 days
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