J.P. Morgan Wealth Management - Private Client Advisor - Hernando, MS
On-siteHernando, Mississippi, United States
Job Summary
Champion teammates' success while building a book of business and delivering personalized investment solutions to individuals and families. Provide a holistic view of clients' needs through financial coaching, demonstrating deep market understanding and unwavering integrity. Educate clients on digital innovations to help them confidently manage investments across various channels. Maintain relationships with key partners to offer comprehensive financial planning and Chase partner referrals. Requires at least two years of financial advisor experience, a Series 7 license, and Series 66 (63/65) 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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