J.P. Morgan Wealth Management – Private Client Advisor - Bloomington and Chaska, MN (including surrounding area)
On-siteBloomington, Minnesota, United States
Job Summary
Champion your teammates' success while building a book of business and delivering personalized investment solutions to clients through consistent relationship management. Demonstrate deep market understanding and sound business judgment to provide holistic financial coaching and educate clients on available technology channels. Exhibit unwavering integrity in all client interactions and embrace digital innovations to help clients manage their investments flexibly. Maintain a valid Series 7, Series 66, and Life/Health/Long-Term Care insurance licenses, with a minimum of two years in a Financial Advisor role. This role supports J.P. Morgan Chase's commitment to diversity and inclusion within the Wealth Management team.
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
- A valid and active Life, Health and Long Term Care Insurance license
Desired Qualifications
- Certified Financial Planning (CFP®) certification
- Bachelor's degree
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.