J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI
On-siteGermantown, Wisconsin, United States
Job Summary
Champion your teammates' success and build a book of business by delivering personalized investment solutions and fostering deep client relationships. Provide holistic financial coaching and educate clients on digital channels to help them manage investments effectively. Demonstrate sound business judgment in financial markets while exhibiting unwavering integrity in all client interactions. Maintain a focus on relationship management rather than portfolio management, offering comprehensive planning from initial savings to significant wealth. Obtain required Series 7, Series 66, and Life/Health/Long Term Care licenses within 60 days of starting. This role supports J.P. Morgan's commitment to diversity and inclusion within their Wealth Management platform.
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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