J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI at JPMorgan Chase | chakrie

Requirements

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
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
Certified Financial Planning (CFP®) certification is preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF
N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS
INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS)
a registered broker-dealer and investment advisor
member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency
doing business as Chase Insurance Agency Services
N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Responsibilities

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Skills & expertise

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Salary & benefits

A clear overview of what is expected, written by the people who posted it, with every detail you need to decide.

Qualifications, experience and the skills that matter most, along with anything that would make you stand out.

Practical next steps, the documents to prepare and the dates to keep in mind before you apply or get in touch.

Contact details, links to the official source and the notes our team adds after checking each listing by hand.

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