J.P. Morgan Wealth Management – Private Client Advisor - Springfield, MO
On-site · Springfield, Missouri, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions for individuals and families, leveraging leadership and relationship-building to provide comprehensive financial planning and investment advice. The role emphasizes client relationships, knowledge of financial markets, and use of digital tools to help clients monitor and manage their investments, with regulatory licensing requirements (Series 7, Series 66, Life/Health/LTC) to be maintained or obtained within the first 60 days of employment. Preferred CFP certification andBachelor’s degree are noted. The position is based in Springfield, MO, and operates within JP Morgan Chase's Wealth Management division, focusing on delivering an exceptional investor experience and integrating with key partners.
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
- Bachelor’s degree preferred
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