J.P. Morgan Wealth Management - Private Client Advisor - San Jose, CA (Oakland Rd and Brokaw Rd)
On-site · San Jose, California, United States
San Jose, California, 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 who builds a book of business and delivers personalized investment solutions to clients, leveraging relationship-building skills and leadership to deepen client relationships; emphasizes a holistic view of clients’ needs, financial coaching beyond investments, and educating clients on digital tools to monitor and manage investments.
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
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