J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX
On-site · College Station, Texas, United States
Job Summary
Provide comprehensive financial planning and investment advisory services to individuals and families within Chase Wealth Management. Build and manage a book of business, deliver personalized investment solutions, and educate clients on technology and channels to monitor and manage their investments. Demonstrate deep knowledge of financial markets, sound business judgment, and unwavering integrity while leveraging digital channels to enhance the investor experience. Partner referrals and collaboration with bankers and partners to deepen client relationships; responsibilities emphasize relationship management and goals-based planning. Licenses in Series 7, Series 66, and Life/Health/LTC insurance are required or must be obtained within 60 days of starting, with CFP certification preferred and a Bachelor's degree preferred.
Required Qualifications
- 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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