J.P. Morgan Wealth Management - Private Client Advisor - Bethesda and Potomac, MD
On-site · Bethesda, Maryland, United States or Potomac, Maryland, United States
Job Summary
Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and investment advice to individuals and families. Build a book of business and deliver personalized investment solutions with a focus on relationship management, leveraging leadership and partner referrals, and embracing digital channels to enable clients to monitor and manage their investments. Requires Series 7, Series 66 (63/65) within 60 days, and Life/Health/LTC licenses within 60 days. Bachelor’s degree preferred; CFP certification preferred. Role located in Bethesda and Potomac, MD; full-time.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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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