J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI
On-siteGreen Bay, Wisconsin, United States
Job Summary
Champion teammates' success and foster a culture of diversity while building a book of business and delivering personalized investment solutions to clients. Demonstrate deep understanding of financial markets and sound business judgment by providing a holistic view of clients' needs and financial coaching beyond investments. Educate clients on available technology and channels to help them monitor, maintain, and handle their investments digitally. Exhibit unwavering integrity by doing right by clients at every opportunity and offering exceptional investor experience through advised solutions and partner referrals. Requires at least two years in a Financial Advisor role, valid Series 7, and Series 66/63/65 license.
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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