J.P. Morgan Wealth Management – Private Client Advisor - Manhattan Beach, CA and Surrounding Areas
On-site · Manhattan Beach, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions with a strong emphasis on relationship management and client education. Requires understanding of financial markets, integrity, and proficiency in utilizing digital platforms to enhance client experiences. Roles include providing comprehensive financial planning, coordinating with partners, and maintaining an investor-centric approach to meet clients' evolving needs.
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
Desired Qualifications
- CFP certification (preferred)
- Bachelor’s degree (preferred)
- 2+ years in a Financial Advisor role or equivalent financial services experience
- Series 7 license (required)
- Series 66 license or ability to obtain within 60 days of start
- Life, Health and Long Term Care Insurance licenses or ability to obtain within 60 days of start
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