J.P. Morgan Wealth Management - Community Private Client Advisor - Mattapan, MA
On-site · Mattapan, Massachusetts, United States
Job Summary
Community Private Client Advisor responsible for delivering comprehensive financial planning and personalized investment solutions to individuals and families in the Mattapan area, building and managing a book of clients, educating clients on technology and digital channels, and fostering community relationships. The role emphasizes relationship management, collaboration with partners, and using investment knowledge to meet clients’ financial needs while upholding integrity and community-focused service.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bachelor’s degree preferred
- CFP certification preferred
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