J.P. Morgan Wealth Management – Private Client Advisor - Scottsdale, AZ ( Bell & Thomson Peak)
On-site · Scottsdale, Arizona, United States
Scottsdale, Arizona, 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 provides comprehensive financial planning and investment guidance to individuals and families, builds a book of business, delivers personalized investment solutions, leverages technology and digital channels, collaborates with partners, and maintains high integrity to ensure a high-quality investor 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 is required
- 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
- Bachelor’s degree preferred
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