J.P. Morgan Wealth Management – Private Client Advisor - Union City, CA and Surrounding Areas
On-site · Union City, California, United States
Job Summary
Provide comprehensive financial planning and advice to individuals and families as part of Chase Wealth Management Private Client Advisor duties. Build a book of business and deliver personalized investment solutions, relying on relationship-building skills and leadership to deepen client relationships. Demonstrate strong understanding of financial markets, integrity, and ability to educate clients on technology and digital channels to monitor and manage investments; collaborate with partners to offer holistic financial coaching beyond investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- 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 (preferred qualification)
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