J.P. Morgan Wealth Management – Private Client Advisor - Portage, IN (Willowcreek)
On-site · Portage, Indiana, United States
Portage, Indiana, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and advice to individuals and families as a Private Client Advisor in Chase Wealth Management. Build a book of business and deliver personalized investment solutions to clients, focusing on relationship management and goals-based planning; leverage digital channels to help clients monitor and manage investments; collaborate with partners to deepen client relationships and provide holistic financial guidance.
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 (63/65) 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 or must be obtained within 60 days of starting in the role as a condition of employment
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