J.P. Morgan Wealth Management – Private Client Advisor - Berkeley CA and Surrounding areas
On-site · Walnut Creek, California, United States
Walnut Creek, California, United StatesOn-siteFull TimeMid LevelLicense Or CertificationInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families, build a book of business, deliver personalized investment solutions, and educate clients on digital tools and channels. Role emphasizes relationship management, adherence to high ethical standards, collaboration with partners, and leveraging leadership and market knowledge to meet clients' financial needs.
Required Qualifications
- Valid and active Series 7 license
- Valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- Valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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