J.P. Morgan Wealth Management - Private Client Advisor - Volusia County and Port Orange, FL
On-site · Port Orange, Florida, United States
Port Orange, Florida, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions to clients, leveraging leadership and relationship-building skills, with emphasis on relationship management, informed by knowledge of financial markets and digital tools; roles include educating clients on technology and channels to monitor and manage investments, and collaborating with Chase partner referrals.
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
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