J.P. Morgan Wealth Management – Private Client Advisor - Lakeville, MN (including surroun
On-siteLakeville, Minnesota, United States
Job Summary
Champion your teammates' success while building a book of business and delivering personalized investment solutions to clients. Provide a holistic view of clients' needs and financial coaching beyond investments, demonstrating a deep understanding of financial markets and sound business judgement. Educate clients on available technology and channels to help them monitor and manage their investments effectively. Exhibit unwavering integrity by doing right by clients at every opportunity and embrace digital innovations to foster client confidence. Maintain at least two years of financial advisor experience, hold a valid Series 7, and obtain Series 66 and Life/Health/Long Term Care licenses within 60 days of starting.
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 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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.