J.P. Morgan Wealth Management – Private Client Advisor - Henderson, NV
On-site · Henderson, Nevada, United States
Henderson, Nevada, 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 clients, leveraging relationship-building skills, leadership collaboration, and knowledge of financial markets to provide comprehensive financial planning and advise on investment strategies and digital tools.
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
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
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