J.P. Morgan Wealth Management – Private Client Advisor - Coppell, TX
On-site · Coppell, Texas, United States
Coppell, Texas, United StatesOn-siteFull TimeEntry LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Entry Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management delivers comprehensive financial planning and investment advice to individuals and families, focusing on relationship management, client acquisition, and educating clients about technology-enabled solutions to monitor and manage their investments.
Required Qualifications
- Valid and active Series 7 license
- Valid and active Series 66 (63/65) license
- Valid and active Life, Health and Long Term Care Insurance license
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