J.P. Morgan Wealth Management - Private Client Advisor - Brevard County/Melbourne, FL
On-siteMelbourne, Florida, United States
Job Summary
Champion your teammates' success and build a book of business by delivering personalized investment solutions and fostering client relationships through leadership and relationship-building skills. Provide a holistic view of clients' needs with financial coaching beyond investments, demonstrating deep market understanding and unwavering integrity. Educate clients on available technology and digital channels to help them monitor and manage their investments effectively. Maintain a consistent focus on relationship management rather than portfolio management while supporting the bank's goals and culture of diversity. Requires at least two years in a Financial Advisor role, valid Series 7 and Series 66 licenses, and a Life, Health, and Long-Term Care Insurance license.
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
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