J.P. Morgan Wealth Management - Private Client Advisor - Capital Downtown Branch, Madison, WI
On-site · Madison, Wisconsin, United States
Madison, Wisconsin, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions to clients; provide comprehensive financial planning and advice to individuals and families; educate clients on technology and digital channels; partner referrals and relationship management to deepen client relationships; demonstrate knowledge of financial markets, sound business judgment, and integrity while guiding clients on determining suitable investment solutions.
Required Qualifications
- 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
- Certified Financial Planning (CFP) certification is preferred
- Bachelor’s degree preferred
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