J.P. Morgan Wealth Management – Private Client Advisor - St George, UT
On-site · Saint George, Utah, United States
Job Summary
Private Client Advisor in Chase Wealth Management who will build a book of business and deliver personalized investment solutions to individuals and families. The role emphasizes relationship management, client education on digital channels, and integration with key partners to provide comprehensive financial planning and investment advice. Required licenses include Series 7 and Series 66 (or 63/65) with a Life, Health, and Long-Term Care Insurance license (or obtain within 60 days). At least 2 years in a financial advisor role or equivalent experience is required; CFP certification is preferred and a Bachelor's degree is preferred.
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 license (63/65) 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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.