J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI
On-siteNeenah, Wisconsin, United States
Job Summary
Champion your teammates' success while building a book of business and delivering personalized investment solutions to clients through consistent relationship management. Provide a holistic view of clients' needs and financial coaching beyond investments, demonstrating deep market understanding and unwavering integrity. Educate clients on available technology and channels to help them monitor and manage their investments digitally. Maintain a focus on diversity and inclusion while fostering a culture that supports the bank's goals. Requires at least two years in a Financial Advisor role, Series 7 and 66 licenses, and Life/Health insurance licensing. Located in Neenah, WI.
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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