J.P. Morgan Wealth Management - Private Client Advisor - Levittown and Morrisville, PA
On-site · Levittown, Pennsylvania, United States or Morrisville Bucks County, Pennsylvania, United States
Job Summary
Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions to individuals and families, build a book of business, deepen client relationships through education on technology and channels, and collaborate with partners to provide personalized advisory services. Emphasizes relationship management, cross-functional partnership, deep understanding of financial markets, and a commitment to integrity while helping clients monitor, maintain, and optimize their investments through digital channels.
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 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred
- CFP certification preferred
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