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J.P. Morgan Wealth Management - Private Client Advisor - Macomb, And Surrounding Areas
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- Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
- 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 Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor’s degree preferred
- Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
- CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
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