J.P. Morgan Wealth Management - Private Client Advisor - Edgewater and Gambrills, MD
On-site · Gambrills, Maryland, United States or Edgewater, Maryland, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families; build a book of business and deliver personalized investment solutions with a focus on relationship management; leverage digital platforms to enhance client interactions; collaborate with partners to deepen client relationships and referrals; demonstrate a deep understanding of financial markets and sound business judgment; educate clients on technology and channels to monitor and manage their investments; uphold integrity and client-centric service while complying with regulatory requirements.
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
- A valid and active Series 7 license
- 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
- Bachelor’s degree preferred
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