J.P. Morgan Wealth Management - Private Client Advisor - Marietta, GA
On-site · Marietta, Georgia, United States
Job Summary
Private Client Advisor in Chase Wealth Management: build a book of business and deliver personalized investment solutions to individuals and families with a focus on relationship management, financial coaching beyond investments, and educating clients on technology and channels to monitor and manage their investments; demonstrate deep understanding of financial markets, integrity, and a passion for client education, while partnering with Chase referrals and leveraging digital innovations to enable clients to bank when, where, and how they want.
Required Qualifications
- Valid Series 7 license
- Valid Series 66 license (63/65) or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
- Bachelor’s degree preferred
- CFP certification preferred (not required)
- 2+ years in a Financial Advisor role or equivalent financial services experience
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