J.P. Morgan Wealth Management - Private Client Advisor - Naples, FL
On-site · Naples, Florida, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment- guidance to individuals and families, builds a book of business, delivers personalized investment solutions, and emphasizes relationship management and client education on digital channels. Role requires licenses (Series 7 and Series 66 or equivalent within 60 days) and Life, Health, Long Term Care Insurance licenses; preferred CFP certification and Bachelor's degree. Emphasizes use of technology to enhance client experience and holistic view of clients’ financial needs.
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
- 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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