J.P. Morgan Wealth Management – Private Client Advisor - Waterford, MI and and Surrounding areas
On-site · Waterford, Michigan, United States
Job Summary
Provide comprehensive financial planning and investment advisory to individuals and families as a Private Client Advisor in Chase Wealth Management. Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills with a focus on relationship management. Educate clients on technology and channels to monitor, maintain, and handle their investments; embrace digital innovations to enable banking when, where, and how they want. Experience requirements include 2+ years in a Financial Advisor role or equivalent financial services experience, demonstrated client acquisition and partnership integration, and licenses (Series 7, Series 66) plus Life/Health/LTC licenses; CFP certification preferred and Bachelor's degree preferred.
Required Qualifications
- A valid and active Series 7 license is required
- 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
- 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
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