J.P. Morgan Wealth Management - Private Client Advisor - Volusia County and Port Orange, FL
On-sitePort Orange, Florida, United States
Job Summary
Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. Champion your teammates' success while fostering a culture of diversity and integrity. Demonstrate a deep understanding of financial markets to provide holistic financial coaching beyond investments. Educate clients on available technology and channels to help them monitor and manage their investments effectively. This role focuses on offering comprehensive financial planning to individuals and families across the wealth spectrum. You will leverage a broad investment product platform and cutting-edge digital technology to deepen client relationships through advised solutions and 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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