J.P. Morgan Wealth Management – Private Client Advisor - O'Fallon, MO
On-site · O'Fallon, Missouri, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions with a focus on relationship management, integrity, and leveraging digital channels to help clients monitor and access their investments. Demonstrate deep knowledge of financial markets, educate clients on available technology and channels, collaborate with partners to deepen client relationships, and apply goals-based planning and advisory services to meet 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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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