J.P. Morgan Wealth Management - Private Client Advisor - Pittsburgh and Cranberry Township, PA
On-site · Pittsburgh, Pennsylvania, United States or Cranberry Township, Pennsylvania, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families, building a book of business and delivering personalized investment solutions with a focus on relationship management. Leverage leadership, market knowledge, and digital tools to help clients monitor and manage their investments, while meeting regulatory/licensing requirements (Series 7/66 and Life/Health/LTC licenses) and aligning with preferred credentials such as CFP and a Bachelor's degree. Engage with clients to understand needs, educate on technology-enabled banking and investment capabilities, and collaborate with partners to deepen client relationships.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
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