J.P. Morgan Wealth Management - Private Client Advisor - Richfield Branch -Richfield, MN
On-site · Richfield, Minnesota, United States
Richfield, Minnesota, United StatesOn-siteFull TimeMid LevelNot SpecifiedInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and investment advisory services to individuals and families, builds and maintains a book of business, educates clients on technology and channels to monitor and manage investments, and collaborates with partners to deliver personalized investment solutions with a focus on relationship management and client 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 license
- A valid and active Series 66 (63/65) license 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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