J.P. Morgan Wealth Management – Private Client Advisor - Azusa, CA (area)
On-site · Azusa, California, United States
Azusa, California, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment guidance to individuals and families, leveraging leadership, relationship-building, and digital tools to deliver personalized investment solutions and deepen client relationships. Requires Series 7 and Series 66 licenses (or eligibility), Life/Health/LTC license, and 2+ years of financial advisor experience; preferred CFP and Bachelor's degree.
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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