J.P.Morgan Wealth Management - Private Client Advisor - Cinnaminson, Clementon, Moorestown, Sewell, Voorhees, NJ
On-site · Sewell, New Jersey, United States or Cinnaminson, New Jersey, United States
Sewell, New Jersey, United States or Cinnaminson, New Jersey, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advisory for individuals and families within Chase Wealth Management. Build a book of business through relationship management, deliver personalized investment solutions, and educate clients on technology and channels to monitor and manage their investments, while partnering with colleagues to enhance the investor experience and service quality.
Required Qualifications
- 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 role
- A valid and active 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 and maintaining client relationships
- Bachelor’s degree preferred or higher
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