J.P. Morgan Wealth Management – Private Client Advisor - Altoona, IA
On-site · Altoona, Iowa, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families; build a book of business and deliver personalized investment solutions; rely on leadership and relationship-building skills with a consistent focus on relationship management; demonstrate deep understanding of financial markets and sound business judgment; educate clients on technology and channels to monitor and manage their investments; offer holistic financial coaching beyond investments; engage clients with digital innovations to enable banking anytime, anywhere; licenses and certifications required or pursued within onboarding timelines.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.