J.P. Morgan Wealth Management – Private Client Advisor - Minnetonka, MN
On-site · Minnetonka, Minnesota, United States
Minnetonka, Minnesota, 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 build a book of business and deliver personalized investment solutions to clients, educate clients on technology and digital channels to monitor, maintain, and handle investments, provide holistic financial coaching beyond investments, and collaborate with bank teammates and 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 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
- Certified Financial Planning (CFP®) certification is preferred
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