J.P. Morgan Wealth Management – Private Client Advisor - Las Vegas, Nevada (Bilingual in English and Mandarin required)
On-site · Las Vegas, Nevada, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds relationships with individuals and families, delivering comprehensive financial planning and advice to meet clients’ financial needs. You will provide an exceptional investor experience by offering advised solutions and coordinating with partners, while leveraging knowledge of financial markets and a goals-based planning approach. The role emphasizes relationship management, leadership in building a book of business, educating clients on technology and channels to monitor investments, and embracing digital innovations to enable clients to bank how they want.
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 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
- Bilingual in English and Mandarin required
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