J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CA
On-site · Lynwood, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management who will offer comprehensive financial planning and investment solutions to individuals and families, build a book of business through relationship-building, leverage digital channels to enhance client experience, and collaborate with partners to deliver personalized investment solutions. Requires Series 7 and Series 66 licenses (or to obtain within 60 days) and Life/Health/Long Term Care licenses; Bachelor's degree preferred. The role emphasizes client relationships, goals-based planning, and education of clients on technology and channels for monitoring and managing investments.
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
- Preferred CFP certification; Bachelor’s degree preferred
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