J.P. Morgan Wealth Management - Private Client Advisor - Santa Barbara, CA (State St)
On-site · Santa Barbara, California, United States
Santa Barbara, California, 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; build a book of business and deliver personalized investment solutions and financial planning to individuals and families, leveraging leadership and relationship-building to deepen client relationships, educate clients on technology and channels for digital monitoring, and collaborate with partners to provide holistic financial coaching beyond investments.
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
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Bachelor’s degree (preferred)
- CFP certification (preferred)
Desired Qualifications
- CFP® certification (preferred)
- Bachelor’s degree (preferred)
- Series 7 license (required)
- Series 66 license (63/65) (required or must be obtained within 60 days)
- Life, Health and Long Term Care Insurance license (required or must be obtained within 60 days)
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