J.P. Morgan Wealth Management - Private Client Advisor - Greater Southwest Miami
On-site · Miami, Florida, United States
Miami, 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
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families, guided by leadership and relationship-building skills to foster client trust. You will educate clients on technology and channels to monitor and manage investments, provide a holistic view of clients’ needs, and collaborate with partners to deepen client relationships while embracing digital innovations to enable banking anywhere.
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 (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
- Bachelor’s degree preferred or required (preferred)
- Certified Financial Planning (CFP®) certification is preferred
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