J.P. Morgan Wealth Management – Private Client Advisor - Hartford, CT
On-site · Hartford, Connecticut, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to clients, leveraging leadership and relationship-building to deepen client relationships; role emphasizes financial planning, using digital tools, and educating clients on technology and channels to monitor and manage investments; requires 2+ years in financial services, Series 7 and Series 66, and Life/Health/LTC licenses, with CFP preferred and Bachelor's degree; location Hartford, CT.
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 license (63/65) 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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