J.P. Morgan Wealth Management – Private Client Advisor - Edwardsville, IL (including surrounding areas)
On-siteEdwardsville, Illinois, United States
Job Summary
Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. Champion teammates' success while fostering a culture of diversity, and demonstrate a deep understanding of financial markets with sound business judgement. Exhibit unwavering integrity by doing right by clients at every opportunity, providing a holistic view of needs and financial coaching beyond investments. Educate clients on available technology and channels to help them monitor, maintain, and handle their investments effectively. Embrace digital innovations to assist clients in becoming more digitally confident and banking when, where, and how they want. Requires at least two years in a Financial Advisor role, valid Series 7 and Series 66 licenses, and a Life, Health, and Long Term Care Insurance license. Located in Edwardsville, IL, this role offers comprehensive financial planning for individuals and families across the wealth spectrum.
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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