J.P. Morgan Wealth Management – Private Client Advisor - Chesterfield
On-site · Chesterfield, Missouri, United States
Job Summary
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Build a book of business and deliver personalized investment solutions with a focus on relationship management. Demonstrate deep understanding of financial markets, integrity, and ongoing client education on technology and channels to monitor and manage investments. Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
Required Qualifications
- 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 or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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