J.P. Morgan Wealth Management – Private Client Advisor - Davenport, IA
On-site · Davenport, Iowa, United States
Davenport, Iowa, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions for individuals and families, build a book of business through relationship-building, and educate clients on technology-enabled channels while upholding high integrity and client service standards.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- 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
Desired Qualifications
- CFP Certification preferred
- Bachelor's degree preferred
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