J.P. Morgan Wealth Management – Private Client Advisor - Menlo Park, CA and Surrounding Areas
On-site · Palo Alto, California, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management; build a book of business and deliver personalized investment solutions with a focus on relationship management; educate clients on technology channels to monitor and manage investments; adhere to regulatory requirements and collaborate with partners to deepen client relationships; leverage a broad investment product and digital platform to offer advised solutions and support client financial goals.
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 license
- A valid and active Series 66 (63/65) license 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 or must be obtained within 60 days of starting in the role as a condition of employment
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