J.P. Morgan Wealth Management – Private Client Advisor - Moline, IL
On-site · Moline, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to individuals and families. Role emphasizes relationship management, client education on technology and digital channels, and providing a holistic view of clients’ needs with goals-based planning and advisory services. Requires active Series 7 and Series 66 licenses and Life/Health/Long Term Care licenses (or obtain within 60 days). Location: Moline, IL; full-time role within Wealth Management. Focus on client acquisition, strong investment knowledge, integrity, and ability to leverage digital tools to enhance client experience.
Required Qualifications
- 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
- Preferred CFP certification is optional but encouraged
- Bachelor’s degree preferred
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