J.P Morgan Wealth Management - Private Client Advisor - Drexel Hill, PA
On-site · Drexel Hill, Pennsylvania, United States
Drexel Hill, Pennsylvania, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions by leveraging leadership and relationship-building skills, maintain an investor-focused advisory approach, educate clients on technology and digital channels, and collaborate with partners to deepen client relationships while upholding integrity and high standards of service.
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 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
Desired Qualifications
- Certified Financial Planner (CFP®) certification is preferred
- Bachelor’s degree preferred
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