J.P. Morgan Wealth Management – Private Client Advisor - Central St Louis, MO (including surrounding areas)
On-siteSt. Louis, Missouri, United States
St. Louis, Missouri, United StatesOn-siteFull TimeFinancial ServicesEnterprise
Full TimeEnterpriseFinancial Services
Job Summary
Champion teammates' success while building a book of business and delivering personalized investment solutions through consistent relationship management. Provide holistic financial coaching and educate clients on digital channels to help them monitor and manage their investments effectively. Demonstrate deep market understanding and unwavering integrity in offering advised solutions and partner referrals that deepen client relationships. Requires at least two years in a financial advisor role, a valid Series 7, and Series 66/63/65 licenses. Preferred qualifications include CFP® certification and a bachelor's degree.
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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
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