J.P. Morgan Wealth Management – Private Client Advisor - Traverse City, MI and Surrounding Areas
On-site · Traverse City, Michigan, United States
Job Summary
Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. Build a book of business and deliver personalized investment solutions, leveraging leadership and relationship-building skills. Communicate a holistic view of clients’ needs, educate clients on technology and channels to monitor and manage investments, and collaborate with partners to deepen client relationships while upholding integrity and fiduciary standards.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
- Bachelor’s degree preferred or higher (preferred qualifications)
- CFP certification preferred
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