J.P. Morgan Wealth Management - Private Client Advisor - Bristol, WI
On-siteBristol, Wisconsin, United States
Job Summary
Champion your teammates' success and build a book of business by delivering personalized investment solutions and fostering client relationships. Provide holistic financial coaching and educate clients on available technology channels to help them manage investments effectively. Demonstrate sound business judgment in financial markets while exhibiting unwavering integrity in all client interactions. This role requires at least two years in a Financial Advisor position, a valid Series 7 license, and a Series 66 (or 63/65) license. A Life, Health, and Long Term Care Insurance license is also required or must be obtained within 60 days. A CFP® certification and Bachelor's degree are preferred.
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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