J.P. Morgan Wealth Management - Private Client Advisor - Columbus, MS
On-siteColumbus, Mississippi, United States
Job Summary
Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. Provide a holistic view of clients' needs and financial coaching beyond investments, while championing teammates' success and fostering a culture of diversity. Demonstrate a deep understanding of financial markets and sound business judgement, exhibiting unwavering integrity in every client interaction. Educate clients on available technology and channels to help them monitor and manage their investments effectively. This role offers comprehensive financial planning to individuals and families across all wealth levels, utilizing a broad investment product platform and cutting-edge digital technology.
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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