J.P. Morgan Wealth Management – Private Client Advisor - Lubbock, TX
On-site · Lubbock, Texas, United States
Lubbock, Texas, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business delivering personalized investment solutions to individuals and families. The role emphasizes relationship management, client education on digital channels, and leveraging partnerships to meet clients’ financial needs; requires licenses (Series 7, Series 66) and an active Life/Health/LTC license, with preferred CFP; location is Lubbock, TX, on-site in a Wealth Management capacity.
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
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