J.P. Morgan Wealth Management – Private Client Advisor - Peoria, AZ
On-sitePeoria, Arizona, United States
Job Summary
Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. Provide a holistic view of clients' needs and financial coaching beyond investments while demonstrating a deep understanding of financial markets and sound business judgement. Champion teammates' success and foster a culture of diversity. Exhibit unwavering integrity in doing right by clients at every opportunity. Educate clients on available technology and channels to help them monitor and handle their investments digitally. This role requires at least two years in a Financial Advisor role, a valid Series 7, and Series 66/65 licenses. Preferred qualifications include CFP® certification and a Bachelor's degree.
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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