J.P. Morgan Wealth Management – Private Client Advisor - Edison / Hillsborough / Somerset - New Jersey
On-siteEdison, New Jersey, United States
Job Summary
Champion teammates' success and build a book of business by delivering personalized investment solutions through relationship management rather than portfolio management. Demonstrate deep market understanding and sound business judgment while providing holistic client needs analysis and financial coaching beyond investments. Educate clients on available technology and channels to help them monitor and manage their investments digitally. Exhibit unwavering integrity by doing right by clients at every opportunity and embrace digital innovations to foster client confidence. Requires at least two years in a Financial Advisor role, valid Series 7, Series 66, and Life/Health/Long Term Care insurance licenses.
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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