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JPMorgan Chase3 months ago

J.P. Morgan Wealth Management – Private Client Advisor - Kingman, AZ

On-site · Kingman, Arizona, United States

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, leveraging leadership and relationship-building skills while educating clients on technology and channels to monitor and manage investments. The role emphasizes relationship management, growing client relationships, providing holistic financial coaching beyond investments, and embracing digital innovations to enable clients to bank when, where, and how they want. The position requires a deep understanding of financial markets, sound business judgment, integrity, and ability to collaborate with partners to meet client needs.

Required Qualifications

  • Active Series 7 license
  • Active Series 66 (63/65) license or must be obtained within 60 days of starting
  • Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting

Desired Qualifications

  • CFP certification preferred
  • Bachelor’s degree preferred
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JPMorgan Chase

J.P. Morgan Wealth Management – Private Client Advisor - Kingman, AZ

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