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JPMorgan Chase5 months ago

J.P. Morgan Wealth Management – Private Client Advisor - Staten Island, NY

On-site · Staten Island, New York, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking

Job Summary

Private Client Advisor in Chase Wealth Management responsible for building a book of business, delivering personalized investment solutions, and educating clients on technology-enabled tools while maintaining a high standard of integrity and client service across individuals and families.

Required Qualifications

  • Series 7
  • Series 66 (63/65)
  • Life, Health and Long Term Care Insurance license
  • Bachelor's degree preferred
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JPMorgan Chase

J.P. Morgan Wealth Management – Private Client Advisor - Staten Island, NY

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