Private Client Advisor

About This Role

As a Private Client Advisor at J.P. Morgan Wealth Management, you will provide comprehensive financial planning and investment solutions to individuals and families, building client relationships and supporting their financial goals.

Responsibilities

• Champion and support teammates’ success and bank goals, fostering diversity
• Build a book of business and deliver personalized investment solutions to clients
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity by doing right by clients
• Educate clients on technology and channels for managing investments
• Provide a holistic view of clients’ needs and financial coaching
• Embrace digital innovations to help clients become more digitally confident

Requirements

• 2+ years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships
• Demonstrated ability and commitment to goals-based planning and advice
• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license or obtain within 60 days
• Valid and active Life, Health and Long Term Care Insurance license or obtain within 60 days

Qualifications

• Bachelor’s degree preferred
• At least 2 years in a Financial Advisor role or equivalent financial services experience

Nice to Have

• Certified Financial Planning (CFP®) certification

Benefits

Certifications