J.P. Morgan Wealth Management - Private Client Advisor - College Park, MD
On-site · College Park, Maryland, United States
Job Summary
Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and investment solutions to individuals and families. Build a book of business and deliver personalized investment solutions through relationship management and partnerships; educate clients on technology and channels to monitor and manage their investments; maintain high integrity and client service while applying knowledge of financial markets and leading digital tools. Licensing requirements include Series 7 and Series 66 (63/65) with the license obtaining within 60 days, plus Life/Health/Long Term Care insurance licensing as applicable. Preferred CFP certification and Bachelor’s degree. Location: College Park, MD, on-site with client-focused financial planning and advisory responsibilities.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- 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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