J.P. Morgan Wealth Management - Private Client Advisor - Wilmington, DE
On-site · Wilmington, Delaware, United States
Job Summary
Private Client Advisor for JPMorgan Chase Wealth Management in Wilmington, DE responsible for delivering comprehensive financial planning and investment solutions to individuals and families. Build a book of business and deliver personalized investment solutions leveraging leadership and relationship-building skills, with a focus on relationship management and customer education on technology and channels to monitor and manage investments. Utilize digital innovations to enable clients to bank when, where, and how they want, while collaborating with Chase partner referrals to deepen client relationships. Requires active Series 7, Series 66 (63/65) or eligibility within 60 days, and active Life, Health, and Long Term Care Insurance licenses (or obtaining them within 60 days). Preferred CFP certification and bachelor’s degree.
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
- Demonstrated ability and commitment to goals-based planning and advice
- 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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