J.P. Morgan Wealth Management – Private Client Advisor - Beavercreek, Ohio
On-site · Beavercreek, Ohio, United States
Job Summary
As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and investment advice to individuals and families, build a book of business, deliver personalized investment solutions, and help clients monitor and manage their finances using digital tools. You will work with Chase partner referrals, foster client relationships through leadership and relationship-building, educate clients on technology and channels, and uphold a high standard of integrity while collaborating with teammates to achieve goals.
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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