J.P. Morgan Wealth Management – Private Client Advisor - Napa, CA and Surrounding areas
On-site · Napa, California, United States
Napa, California, 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 offer comprehensive financial planning and investment solutions to individuals and families, build a book of business through relationship management, leverage leadership and industry knowledge, and educate clients on technology-enabled channels to monitor and manage their investments; role emphasizes fiduciary integrity, client-centered service, and collaboration with partners to deepen client relationships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- 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
Desired Qualifications
- Certified Financial Planner (CFP®) certification is preferred
- Bachelor’s degree preferred
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