J.P. Morgan Wealth Management - Private Client Advisor - Washington, DC
On-site · Washington, District of Columbia, United States
Washington, District of Columbia, 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 builds a book of business and delivers personalized investment solutions to clients, leveraging leadership and relationship-building to deepen client relationships; communicates insights on financial markets, uses digital tools to enhance the investor experience, and provides holistic financial coaching beyond investments; collaborates with partners to offer advised solutions and drive an exceptional client 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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