J.P. Morgan Wealth Management - Private Client Advisor - Fort Smith, AR
On-siteFort Smith, Arkansas, United States
Job Summary
Champion your teammates' success while building a book of business and delivering personalized investment solutions to clients through relationship management. Provide holistic financial coaching and educate clients on available technology and channels to better monitor and handle their investments. Demonstrate sound business judgment in financial markets and exhibit unwavering integrity in all client interactions. Requires at least two years in a Financial Advisor role, a valid Series 7, and active Series 66 and Life/Health/Long Term Care licenses. Preferred qualifications include CFP® certification and a Bachelor's degree.
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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