J.P. Morgan Wealth Management – Private Client Advisor - Spring Street
On-siteNew Albany, Indiana, United States
Job Summary
Build a book of business and deliver personalized investment solutions to clients by leveraging relationship-building skills rather than portfolio management. Champion teammates' success while fostering a culture of diversity and demonstrating unwavering integrity in all client interactions. Provide a holistic view of clients' needs through financial coaching beyond investments and educate clients on available technology and channels to enhance their investment monitoring. Demonstrate deep understanding of financial markets and sound business judgment to offer the best investment solutions meeting their financial needs. Maintain strong commitment to diversity and inclusion while representing the brand and interacting with clients to deepen relationships through Chase partner referrals.
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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