J.P. Morgan Wealth Management – Private Client Advisor - Silicon Valley, CA and Surrounding areas
On-site · Saratoga, California, United States
Saratoga, 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
Provide comprehensive financial planning and investment advisory services to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions through relationship-building, with emphasis on educating clients about technology-enabled channels and digital tools. Demonstrate deep understanding of financial markets, integrity, and commitment to client needs while collaborating with partners to deepen client relationships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Series 7 license
- Series 66 license or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
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