J.P. Morgan Wealth Management – Private Client Advisor - Jackson Heights
On-site · Jackson Heights, New York, United States
Jackson Heights, New York, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and advice to individuals and families, building a book of business and delivering personalized investment solutions. Leverage leadership, relationship-building, and digital tools to educate clients on technology and channels for monitoring and managing investments, while maintaining integrity and prioritizing client needs. Collaborate with partners to deepen client relationships and deliver holistic financial coaching beyond investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment
- CFP certification is preferred
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