J.P. Morgan Wealth Management – Private Client Advisor - Uniontown, Ohio
On-site · Uniontown, Ohio, United States
Uniontown, Ohio, United StatesOn-siteFull TimeMid LevelBachelors DegreeFinancial ServicesEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Financial Services
Job Summary
Private Client Advisor in Chase Wealth Management building a book of business and delivering personalized investment solutions; focus on relationship management, holistic financial planning, and leveraging digital channels to enhance client experience; requires active FINRA licenses and state-of-requirement licenses within 60 days; bachelor’s degree preferred.
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
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