J.P. Morgan Wealth Management – Private Client Advisor - Whittier, CA and Surrounding Areas
On-site · Whittier, California, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivering comprehensive financial planning and investment advisory services to individuals and families. Build a book of business, provide personalized investment solutions, rely on leadership and relationship-building skills, maintain core licenses (Series 7 and Series 66) and Life/Health/LTC licenses, educate clients on technology and channels to monitor and manage investments, and collaborate with partners to deepen client relationships. Embrace digital innovations to help clients bank how and where they want.
Required Qualifications
- Valid Series 7 license
- Valid Series 66 (63/65) license or must be obtained within 60 days of starting
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting
- Bachelor’s degree preferred
- CFP certification preferred
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