J.P. Morgan Wealth Management - Private Client Advisor – Montgomery, TX (Lake Conroe)
On-site · Montgomery, Texas, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as a Private Client Advisor within Chase Wealth Management. Build a book of business and deliver personalized investment solutions, leveraging leadership, relationship-building, and knowledge of financial markets to help clients monitor and manage their investments. Educate clients on technology and digital channels, collaborate with partners to deepen client relationships, and uphold integrity in client service while embracing digital innovations to enable banking where and how clients want.
Required Qualifications
- A valid and active Series 7 license
- 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
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