J.P. Morgan Wealth Management - Private Client Advisor - Central Miami
On-siteMiami, Florida, United States
Job Summary
Champion your teammates' success while building a book of business and delivering personalized investment solutions through relationship management. Provide a holistic view of clients' needs with financial coaching beyond investments, demonstrating deep market understanding and sound business judgment. Educate clients on available technology and channels to help them monitor and handle their investments confidently. Exhibit unwavering integrity in every client interaction and embrace digital innovations to support their banking preferences. This role requires at least two years in a Financial Advisor role, a valid Series 7 and Series 66 license, 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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