J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
On-site · Fitchburg, Wisconsin, United States
Fitchburg, Wisconsin, United StatesOn-siteFull TimeMid LevelLicense Or CertificationInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions and comprehensive financial planning to individuals and families. Collaborate with partners to provide advised solutions, educate clients on technology-enabled channels, uphold integrity, and foster an exceptional investor experience while leveraging digital innovations to support clients in monitoring, maintaining, and managing 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
- 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
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