J.P. Morgan Wealth Management - Private Client Advisor - Manhattan, NY (Midtown East)
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to clients. Provide holistic financial planning, rely on leadership and relationship-building skills, educate clients on technology and channels to monitor and manage investments, and partner with referrals to deepen client relationships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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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