J.P. Morgan Wealth Management – Private Client Advisor - New Rochelle
On-site · New Rochelle, New York, United States
New Rochelle, New York, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advisory to individuals and families within Chase Wealth Management, building and managing a book of business while delivering an exceptional investor experience through relationship-building, education on technology and channels, and collaboration with partners to offer personalized investment solutions.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
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