J.P. Morgan Wealth Management – Private Client Advisor - Laredo, TX
On-site · Laredo, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment advice to individuals and families. You will build a book of business and deliver personalized investment solutions, rely on leadership and relationship-building to deepen client relationships, and help clients monitor and manage their investments using technology and digital channels. The role emphasizes relationship management, market understanding, integrity, and education of clients on available channels and products.
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
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred
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