J.P. Morgan Wealth Management - Private Client Advisor - Catonsville and Marriottsville, MD
On-site · Catonsville, Maryland, United States or Marriottsville, Maryland, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions. Provide comprehensive financial planning for individuals and families, focusing on relationship management and guiding clients through financial markets with a holistic view of their needs. Utilize digital tools to enhance client experience, educate clients on available channels, and collaborate with partners to deepen client relationships. Responsibilities include leading client engagement, maintaining relationships, providing investment solutions, and upholding integrity and client service standards.
Required Qualifications
- Valid and active Series 7 license
- Valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- Valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- 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
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