J.P. Morgan Wealth Management – Private Client Advisor - Billings, Bozeman and Helena, Montana (area)
On-site · Helena, Montana, United States or Billings, Montana, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions and comprehensive financial planning to individuals and families. You will rely on relationship-building skills, provide holistic financial coaching beyond investments, educate clients on technology and digital channels, and collaborate with partners to deepen client relationships while upholding integrity and fiduciary standards.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.