J.P. Morgan Wealth Management – Private Client Advisor - Richfield, MN (including surrounding area)
On-siteRichfield, Minnesota, United States
Job Summary
Champion teammates and build a book of business by delivering personalized investment solutions and fostering client relationships through relationship management rather than portfolio management. Demonstrate deep market understanding and sound business judgment while providing holistic financial coaching and educating clients on available technology channels. Exhibit unwavering integrity in every client interaction and embrace digital innovations to help clients manage investments when, where, and how they want. Requires at least two years in a Financial Advisor role, a valid Series 7, and active Series 66 and Life/Health/Long Term Care licenses. Located in Richfield, MN, this role offers comprehensive financial planning for individuals and families across the wealth spectrum.
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 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
Desired Qualifications
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
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