J.P. Morgan Wealth Management – Private Client Advisor - Thousand Oaks and Simi Valley, CA
On-site · Thousand Oaks, California, United States or Simi Valley, California, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management, building a book of business and delivering personalized investment solutions. Leverage leadership, relationship-building, and digital channels to educate clients on technology-enabled investing, while maintaining integrity and servicing clients’ evolving financial needs. Roles require active securities licenses (Series 7, Series 66) and appropriate insurance licenses, with CFP preferred and a bachelor’s degree preferred; locations include Thousand Oaks, CA and Simi Valley, CA; in-person client engagement and collaboration with partners to meet client goals.
Required Qualifications
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license 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
- Bachelor’s degree preferred
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