J.P. Morgan Wealth Management – Private Client Advisor - Klamath Falls, OR
On-site · Klamath Falls, Oregon, United States
Klamath Falls, Oregon, 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 investment advice to individuals and families, build and manage a book of business, and deliver personalized investment solutions. Develop client relationships with a focus on relationship management, leveraging leadership and partnerships, while educating clients on technology and digital channels to monitor and manage their investments.
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 license
- A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment
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