J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI
On-site · Delafield, Wisconsin, United States
Delafield, Wisconsin, 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 will provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions with a focus on relationship management, client education on technology and channels to monitor investments, and collaboration with Chase partner referrals to deepen client relationships.
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 (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
Additional Requirements
- None stated
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