J.P. Morgan Wealth Management – Private Client Advisor - Avon, CT
On-site · Avon, Connecticut, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment and financial planning solutions to individuals and families, leveraging relationship-building skills, leadership, and digital tools to enhance client experiences. The role emphasizes educating clients on technology channels, providing a holistic view of clients' financial needs beyond investments, and collaborating with partners to deepen client relationships, while maintaining integrity and a strong commitment to client service.
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
- 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
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