J.P. Morgan Wealth Management - Private Client Advisor- Virginia Beach and Chesapeake, VA
On-site · Virginia Beach, Virginia, United States or Chesapeake, Virginia, United States
Job Summary
Provide comprehensive financial planning and investment guidance to individuals and families within Chase Wealth Management. Build a book of business by leveraging leadership, relationship-building, and partnerships with key referrals; educate clients on digital channels and tools to monitor and manage investments; maintain deep understanding of financial markets and act with integrity to best serve clients; deliver personalized investment solutions and coaching beyond investments, focusing on goals-based planning and a superior investor experience.
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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