J.P. Morgan Wealth Management - National Branch Personal Advisor - Irvine, CA
On-site · Irvine, California, United States
Job Summary
Personal Advisor will partner with clients to create custom financial plans based on their goals, meet with clients primarily through video or phone, and match clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will provide ongoing advice to existing clients, helping navigate shifting priorities around finances and life. Responsibilities include leveraging investments, wealth planning, credit and banking concepts to help clients achieve goals, converting high quality leads into new clients, maintaining relationships, applying a solution-oriented approach, ensuring proposed solutions meet client needs over short, medium, and long term through holistic goals-based planning, staying organized, and educating clients on digital products to monitor and achieve goals.
Required Qualifications
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license or ability to obtain within 60 days of starting in the role
- This role requires you to be licensed in all states
- Bachelor’s degree preferred
- CFP preferred
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