About this role
J.P. Morgan Wealth Management – Private Client Advisor - South San Jose, CA at JPMorgan Chase & Co. Location: San Jose, California, United States. Role: build book, deliver solutions, demonstrate integrity Requirements: At least 2 years in a Financial Advisor role or equivalent financial services experience; Series 7 and Series 66 licenses; Life/Health/Long Term Care license; CFP preferred; Bachelor's degree preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66 (63/65), life, health and long term care insurance Commitment: Full Time Workplace: Onsite Languages: English