J.P. Morgan Wealth Management – Private Client Advisor - Cedar Rapids, IA
On-site · Cedar Rapids, Iowa, United States
Job Summary
Build a book of business and deliver personalized investment solutions to clients by relying on relationship-building skills and leadership. Demonstrate a deep understanding of financial markets and sound business judgment, and provide holistic financial coaching beyond investments. Educate clients on technology and channels to monitor and manage their investments, while embracing digital innovations to enable banking how, where, and when clients want. This role focuses on client acquisition and ongoing advisory relationships within Chase Wealth Management, leveraging partner referrals and a client-centered approach to deliver investment solutions and guidance.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license is required
- A valid and active Series 66 license (63/65) 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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