J.P. Morgan Wealth Management – Private Client Advisor - North San Jose, CA
On-site · San Jose, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to clients by relying on leadership and relationship-building skills, focusing on relationship management rather than portfolio management. The role requires licenses Series 7 and 66, and Life/Health/LTC insurance, with CFP preferred and a Bachelor's degree preferred. Emphasizes financial planning, client education on technology channels, and digital innovation to enhance the investor experience.
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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