J.P. Morgan Wealth Management – Private Client Advisor - Montclair, New Jersey
On-site · Montclair, New Jersey, United States
Montclair, New Jersey, 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 provides comprehensive financial planning and advice to individuals and families, delivering personalized investment solutions and building long-term client relationships. The role focuses on relationship management, understanding financial markets, and educating clients on technology and channels to monitor investments, while collaborating with partners and embracing digital innovations to enable clients to bank when, where, and how they want.
Required Qualifications
- Valid and active Series 7 license
- Valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in the role as a condition of employment
- Valid and active Life, Health and Long Term Care Insurance license
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