J.P. Morgan Wealth Management - Private Client Advisor - Fort Lauderdale/Deerfield Beach/Coral Springs, FL
On-site · Fort Lauderdale, Florida, United States
Fort Lauderdale, Florida, 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 advice to individuals and families as a Private Client Advisor in Chase Wealth Management. You will build a book of business and deliver personalized investment solutions to clients, rely on leadership and relationship-building skills, educate clients on technology and digital channels to monitor and manage their investments, and collaborate with Chase partners to deepen client relationships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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 in the role
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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