Private Client Wealth Advisor - Trusted Planning

JPMorgan Chase & Co.; Bullhead City (AZ); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice for individuals and families.

You will build trusted relationships, expand your book of business, and leverage digital tools to deliver exceptional client experiences. Licenses required include Series 7 and Series 66 (or 63/65) with Life/Health/LTC licenses or eligibility within 60 days.

Qualifications

• Series 7 and Series 66 licenses (63/65) or active eligibility within 60 days of starting.
• Life/Health/LTC licenses or eligibility within 60 days of starting.

Responsabilités

• Provide comprehensive financial planning and tailored investment advice for individuals and families.
• Build trusted relationships, expand your book of business, and leverage digital tools to deliver exceptional client experiences.

Connaissances

Series 7 license

Series 66 license

Life license

Health license

LTC license

Financial planning

Investment advisory

Description du poste

JPMorgan Chase & Co. in Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment advice for individuals and families.

You will build trusted relationships, expand your book of business, and leverage digital tools to deliver exceptional client experiences. Licenses required include Series 7 and Series 66 (or 63/65) with Life/Health/LTC licenses or eligibility within 60 days.