J.P. Morgan Wealth Management – Private Client Advisor - Cypress, CA
On-site · Cypress, California, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions by relying on relationship-building and leadership skills. Demonstrate deep knowledge of financial markets and sound business judgment while educating clients on digital channels to monitor, manage, and enhance their investments. Embrace technology to enable clients to bank wherever and whenever they choose, and work with partners to deliver holistic financial coaching beyond investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license is required
- A valid and active Series 66 license (63/65) 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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