J.P. Morgan Wealth Management - Private Client Advisor - College Station, TX
On-site · College Station, Texas, United States
College Station, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions. Provide comprehensive financial planning and client education, rely on leadership and relationship-building skills, and collaborate with partners to deepen client relationships. Emphasizes an investor-centric approach, digital channel literacy, and a holistic view of clients’ financial needs while maintaining integrity and service excellence.
Required Qualifications
- Series 7 license
- Series 66 (63/65) license or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days
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