J.P. Morgan Wealth Management – Private Client Advisor - Westlake / Parma / Cleveland Heights - Ohio
On-site · Westlake, Ohio, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for delivering comprehensive financial planning and investment solutions to individuals and families, building a book of business, fostering client relationships, and leveraging digital channels to enhance client experience. Requires demonstrating deep knowledge of financial markets, integrity, and ability to educate clients on technology and channels for monitoring investments; role emphasizes relationship-management over portfolio management and cross-referrals with bank partners. Must have 2+ years in financial services, strong client-acquisition and relationship-building track record, and licenses (Series 7, Series 66, and Life/Health/Long Term Care Insurance) with deadlines to obtain within 60 days; CFP preferred and Bachelor's degree preferred.
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
- 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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