J.P. Morgan Wealth Management - Private Client Advisor - Edina Branch - Edina, MN
On-site · Edina, Minnesota, United States
Edina, Minnesota, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions through leadership and relationship-building, with a focus on education and digital channels to enable clients to monitor and manage their investments.
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 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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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