J.P. Morgan Wealth Management - National Branch Personal Advisor - Plano, TX
Hybrid · Plano, Texas, United States
Plano, Texas, United StatesHybridFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Partner with clients to create custom financial plans and match clients with appropriate investment portfolios; build and maintain relationships through scheduled video or phone appointments; leverage wealth planning concepts to help clients meet short- to long-term goals, with a solution-oriented mindset and a holistic planning approach; educate clients on digital products to monitor and achieve financial goals.
Required Qualifications
- Active Series 7 license
- Active Series 66 (63/65) license or ability to obtain within 60 days of starting in the role as a condition of employment
- This role requires you to be licensed in all states
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