J.P. Morgan Wealth Management - Private Client Advisor - Boiling Springs, SC
On-site · Boiling Springs Spartanburg County, South Carolina, United States
Job Summary
Provide comprehensive wealth advisory services to individuals and families, delivering personalized investment solutions and holistic financial planning. Build and maintain client relationships, leverage key partners, demonstrate deep understanding of markets, and educate clients on technology and channels to monitor, maintain, and manage investments. Embrace digital tools to enable clients to bank when, where, and how they want, while upholding integrity and a client-centric investment approach.
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
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