J.P. Morgan Wealth Management – Private Client Advisor - Bullhead City, AZ
On-site · Bullhead City, Arizona, United States
Job Summary
Private Client Advisor in J.P. Morgan Chase Wealth Management providing comprehensive financial planning and investment solutions to individuals and families; build and manage a book of business, foster client relationships, educate clients on digital tools, and collaborate with partners to deliver personalized investment strategies and (where applicable) insurance solutions; requires licenses (Series 7, Series 66, Life/Health/Long-Term Care) and a goals-based planning approach, with preferred CFP designation and a bachelor’s degree.
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 the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment
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