J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill)
On-site · Orlando, Florida, United States
Orlando, Florida, 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 build and manage a book of business, deliver personalized investment solutions, and educate clients on technology and digital channels. The role emphasizes relationship management, financial planning, and collaboration with partners to provide comprehensive guidance to individuals and families, while upholding integrity and client-focused service.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Demonstrated success in client acquisition and maintaining client relationships
- Bachelor’s degree preferred
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