J.P. Morgan Wealth Management - Private Client Advisor - Dover and Middletown, DE
On-site · Dover, Delaware, United States or Middletown, Delaware, United States
Dover, Delaware, United States or Middletown, Delaware, 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, provide comprehensive financial planning and guidance to individuals and families, educate clients on digital tools, and collaborate with partners to deepen client relationships; requires active Series 7 and Series 66 licenses or eligibility, Life/Health/LTC license, with CFP and Bachelor's degree preferred.
Required Qualifications
- Series 7 license
- Series 66 (63/65) license or must obtain within 60 days
- Life, Health and Long Term Care Insurance license or must obtain within 60 days
- Bachelor’s degree preferred
- CFP preferred
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