J.P. Morgan Wealth Management - Private Client Advisor (East Towne Branch), Madison, WI
On-siteMadison, Wisconsin, United States
Job Summary
Build a book of business by delivering personalized investment solutions and fostering deep client relationships through consistent relationship management. Demonstrate sound business judgment in financial markets while providing holistic financial coaching beyond investments. Champion teammate success and diversity goals while educating clients on digital channels to enhance their investment monitoring. Exhibit unwavering integrity in all client interactions and integrate with key partners to offer comprehensive financial planning. Requires at least two years of financial advisor experience, a Series 7 license, and a Series 66 (63/65) license within 60 days of starting. Life, Health, and Long Term Care Insurance licenses are also required or must be obtained within 60 days.
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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