J.P. Morgan Wealth Management – Private Client Advisor - Brownsville and McAllen, TX
On-site · Brownsville, Texas, United States or McAllen, Texas, United States
Brownsville, Texas, United States or McAllen, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor within Chase Wealth Management who builds a book of business and delivers personalized investment solutions, leveraging relationship-building and guidance to clients from accumulation to wealth stages, while utilizing digital tools and cross-bank referrals to enhance the client experience.
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
- Bachelor’s degree preferred
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