J.P. Morgan Wealth Management – Private Client Advisor - Eureka CA, and Surrounding Areas
On-site · Eureka, California, United States
Eureka, California, 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, building a book of business and delivering personalized investment solutions. Communicate with clients to demonstrate understanding of financial markets, offer advisor-led solutions, educate clients on technology and digital channels, and collaborate with partners to deepen client relationships while maintaining high ethical standards and regulatory compliance.
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
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
Additional Requirements
- Federal Deposit Insurance Act: employment offer contingent on review of criminal conviction history, including pretrial diversions or program entries
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