J.P. Morgan Wealth Management – Private Client Advisor - Stamford, CT
On-site · Stamford, Connecticut, United States
Stamford, Connecticut, United StatesOn-siteFull TimeMid LevelLicense Or CertificationInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management who builds a book of business and delivers personalized investment solutions to individuals and families. Provides holistic financial planning and coaching beyond investments, coaches clients on digital channels, and leverages partner referrals to deepen relationships. Emphasizes relationship management, integrity, and staying informed on financial markets while collaborating with teammates to achieve bank-wide goals.
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
- Preferred: Certified Financial Planning (CFP®) certification
- Preferred: Bachelor’s degree
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