J.P. Morgan Wealth Management - Private Client Advisor - Scarsdale
On-site · Scarsdale, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management providing comprehensive financial planning and investment advice to individuals and families. Build a book of business, deliver personalized investment solutions, and rely on relationship-building skills to deepen client relationships. Emphasizes client education on technology and channels, a holistic view of clients’ needs, and goals-based planning, with emphasis on integrity and client experience. Requires Series 7 and Series 66 licenses (or to be obtained within 60 days) and Life/Health/LTC licenses (or to be obtained within 60 days). Preferred CFP certification and Bachelor’s degree.
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 (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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