J.P. Morgan Wealth Management - Private Client Advisor - Stuart and Vero Beach, FL
On-site · Stuart, Florida, United States or Vero Beach, Florida, United States
Stuart, Florida, United States or Vero Beach, Florida, 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 builds a book of business and delivers personalized investment solutions to individuals and families. You will provide comprehensive financial planning and advice, rely on leadership and relationship-building skills, educate clients on technology and channels to monitor and manage investments, and collaborate with partners to deepen client relationships while delivering an exceptional investor experience.
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 CFP certification
- Bachelor’s degree preferred
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