J.P. Morgan Wealth Management – Private Client Advisor - Clayton, MO
On-site · Clayton, Missouri, United States
Clayton, Missouri, 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 provides comprehensive financial planning and advice to individuals and families, builds a book of business, delivers personalized investment solutions, and uses leadership and relationship-building to deepen client relationships. Emphasizes educating clients on technology and channels to monitor investments and emphasizes digital innovations to enable banking anytime, anywhere.
Required Qualifications
- 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
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- 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
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