J.P. Morgan Wealth Management – Private Client Advisor - Huntsville, AL
On-siteHuntsville, Alabama, United States
Job Summary
Champion teammates' success while building a book of business and delivering personalized investment solutions to individuals and families. Demonstrate deep market understanding and provide holistic financial coaching beyond investments, educating clients on available technology and channels. Exhibit unwavering integrity by offering advised solutions and partner referrals to deepen client relationships across all wealth levels. Maintain a consistent focus on relationship management rather than portfolio management. Requires at least two years in a Financial Advisor role, a valid Series 7, and active Series 66 and insurance licenses.
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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