J.P. Morgan Wealth Management - Private Client Advisor - Williamsburg and Newport News, VA
On-site · Newport News, Virginia, United States or Williamsburg, Virginia, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions, leveraging leadership and relationship-building to deepen client relationships. Demonstrate a deep understanding of financial markets, educate clients on technology and digital channels to monitor and manage investments, and offer holistic financial coaching beyond investments while maintaining integrity and client-centric service.
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
- 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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