J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI
On-site · Milwaukee, Wisconsin, United States
Milwaukee, Wisconsin, 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 to provide comprehensive financial planning and advice to individuals and families. Build a book of business and deliver personalized investment solutions with a focus on relationship management, utilizing leadership and client education on technology and channels for monitoring and managing investments. Emphasizes integrity, client service, and leveraging digital innovations to enable clients to bank when, where, and how they want.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
- Bachelor's degree preferred? (preferred qualifications listed)
- Certified Financial Planning (CFP®) certification is preferred
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