J.P. Morgan Wealth Management - Private Client Advisor - Easton, PA
On-site · Easton, Pennsylvania, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as part of Chase Wealth Management; build a book of business and deliver personalized investment solutions to clients, leveraging leadership and relationship-building skills, while educating clients on technology and channels to monitor and manage their investments; demonstrate deep understanding of financial markets, integrity, and commitment to client needs with a focus on relationship management and digital banking tools.
Required Qualifications
- A valid and active Series 7 license
- 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
Desired Qualifications
- CFP® certification preferred
- Bachelor’s degree preferred
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