J.P. Morgan Wealth Management – Private Client Advisor - Buckhannon, WV
On-site · Buckhannon, West Virginia, United States
Job Summary
Private Client Advisor within Chase Wealth Management delivers comprehensive financial planning and investment solutions to individuals and families. You will build a book of business, rely on leadership and relationship-building skills, and provide an exceptional investor experience through advised solutions and Chase partner referrals. Responsibilities emphasize relationship management, understanding financial markets, and educating clients on technology and channels to monitor and manage investments, while embracing digital innovations to enable banking anytime, anywhere.
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 license
- 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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