J.P. Morgan Wealth Management – Private Client Advisor - Webster Grove, MO
On-site · Webster Groves, Missouri, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivers comprehensive financial planning and investment solutions to individuals and families. You build a book of business and provide personalized investment guidance, rely on relationship-building and leadership to deepen client relationships, and educate clients on technology and channels to monitor and manage investments. The role emphasizes holistic financial coaching beyond investments, embracing digital innovations to help clients bank how and where they want, and partnering with Chase referrals to meet client needs.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
- 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
- Bachelor’s degree preferred
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