J.P. Morgan Wealth Management - Private Client Advisor - Valrico and Sun City Center, FL
On-site · Sun City Center, Florida, United States or Valrico, Florida, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within JPMorgan Chase's Wealth Management. Build a book of business and deliver personalized investment solutions, relying on leadership and relationship-building skills with a consistent focus on relationship management. Demonstrate deep understanding of financial markets and integrity while educating clients on technology and digital channels to monitor, maintain, and manage investments; offer holistic financial coaching beyond investments and embrace digital innovations to enable clients to bank how and where they want.
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
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bachelor’s degree preferred
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