J.P. Morgan Wealth Management - Private Client Advisor - Doylestown, Montgomeryville, New Britain, Souderton, Warrington, PA
On-site · Montgomeryville, Pennsylvania, United States or Doylestown, Pennsylvania, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and provide comprehensive financial planning and investment solutions to individuals and families; role emphasizes relationship management, client coaching on technology channels, and serving clients with varying levels of wealth, with required securities licenses (Series 7 and 66) and state-appropriate life/health/long-term care licenses; preferred CFP certification and Bachelor's degree.
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
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7 license
- A valid and active Series 66 license or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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