J.P. Morgan Wealth Management – Private Client Advisor - Dearborn Heights, MI and Surrounding areas
On-site · Dearborn Heights, Michigan, United States
Dearborn Heights, Michigan, 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 build a book of business and deliver personalized investment solutions to individuals and families; requires Series 7 and Series 66, Life/Health/LTC licenses, 2+ years in financial advisory, strong client acquisition and relationship management, goals-based planning, knowledge of financial markets, integrity, and the ability to educate clients on digital channels and monitor/manage investments.
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
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
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