J.P. Morgan Wealth Management – Private Client Advisor - Hilliard, Ohio
On-siteHilliard, Ohio, United States
Hilliard, Ohio, United StatesOn-siteFull TimeFinancial ServicesEnterprise
Full TimeEnterpriseFinancial Services
Job Summary
Champion your teammates' success while building a book of business and delivering personalized investment solutions to clients. Provide holistic financial coaching and educate clients on available technology channels to help them manage investments effectively. Demonstrate sound business judgment in financial markets and exhibit unwavering integrity in all client interactions. This role requires at least two years of financial advisor experience, a valid Series 7, and either a Series 66 or Life/Health/Long Term Care license. Candidates must possess demonstrated success in client acquisition and goals-based planning.
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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