J.P. Morgan Wealth Management – Private Client Advisor - Mullica Hill and Sewell, NJ
On-siteMullica Hill, New Jersey, United States
Job Summary
Champion your teammates' success and build a book of business by delivering personalized investment solutions through relationship management rather than portfolio management. Demonstrate deep market understanding and sound judgment while educating clients on digital channels to help them monitor and manage their investments. Provide holistic financial coaching beyond investments, exhibit unwavering integrity, and foster a culture of diversity. Maintain at least two years of financial advisor experience, hold a Series 7, and obtain Series 66 and insurance licenses within 60 days.
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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