J.P. Morgan Wealth Management – Private Client Advisor – Brownsville, TX
On-siteBrownsville, Texas, United States
Job Summary
Champion teammates' success while building a book of business and delivering personalized investment solutions to individuals and families. Provide a holistic view of clients' needs through financial coaching, utilizing deep market understanding and relationship-building skills to offer advised solutions and partner referrals. Demonstrate unwavering integrity by educating clients on available technology and channels to help them monitor and manage their investments. Maintain a consistent focus on relationship management rather than portfolio management, ensuring clients receive comprehensive financial planning from those just starting to save to those with significant wealth.
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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