J.P. Morgan Wealth Management - Private Client Advisor - Turlock, CA (Countryside Drive)
On-site · Turlock, California, United States
Job Summary
Provide comprehensive financial planning and investment guidance to individuals and families, building a book of business and delivering personalized investment solutions. Educate clients on technology and channels to enable digital banking, collaborate with partners, uphold integrity and client-centric service, and apply knowledge of financial markets to support clients’ financial goals. Must have active securities licenses (Series 7, Series 66) or obtain within 60 days, plus applicable life/health/long-term care licenses; a Bachelor's degree is preferred.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Series 7 license
- Series 66 license (63/65) or ability to obtain within 60 days
- Life, Health and Long Term Care Insurance license or ability to obtain within 60 days
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