J.P. Morgan Wealth Management - Private Client Advisor - Rockford and Roscoe, IL
On-site · Rockford, Illinois, United States or Roscoe, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver comprehensive financial planning and investment solutions to individuals and families. Provide an exceptional investor experience by leveraging leadership, relationship-building, and a solid understanding of financial markets; educate clients on technology and digital channels; collaborate with partners to deepen client relationships; and demonstrate integrity and sound business judgment while focusing on goals-based planning and advisor-level service.
Required Qualifications
- 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 role
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Bachelor's degree preferred
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