J.P. Morgan Wealth Management – Private Client Advisor - Springfield, MA
On-site · Springfield, Massachusetts, United States
Springfield, Massachusetts, 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 solutions to individuals and families; builds a book of business with relationship management, relies on leadership and partnerships, and uses digital channels to enhance client experience; requires Series 7 and Series 66 licenses (or to be obtained within 60 days), Life/Health/LTC licenses, and 2+ years of financial advisory experience; location Springfield, MA.
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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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