J.P. Morgan Wealth Management - Private Client Advisor - Valley Stream, NY
On-site · Valley Stream, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management provides comprehensive financial planning and advice to individuals and families, building a book of business, delivering personalized investment solutions, and using leadership and relationship-building skills to deepen client relationships. The role emphasizes understanding financial markets, integrity in client service, educating clients on technology and channels for investment monitoring, and embracing digital innovations to enable clients to bank anytime, anywhere.
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 or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
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