J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI
On-site · Germantown, Wisconsin, United States
Germantown, Wisconsin, 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. Emphasizes relationship management, client education on technology and digital channels, and coordination with partners to meet clients' financial needs.
Required Qualifications
- 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
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