J.P. Morgan Wealth Management – Private Client Advisor - Newport Beach, Costa Mesa and Irvine, CA
On-site · Irvine, California, United States or Costa Mesa, California, United States
Job Summary
Develop and deliver personalized investment solutions and comprehensive financial planning for individuals and families; build a book of business through relationship management and client acquisition while collaborating with partners to deepen client relationships; educate clients on technology and channels to monitor, manage, and optimize investments; demonstrate knowledge of financial markets, integrity, and sound judgment; work with digital innovations to enable clients to bank when, where, and how they want; involvement ends up with advising clients across banking and investment products and services, with regulatory and licensing requirements in place.
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 or must be obtained within 60 days of starting in the role
- A valid Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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