J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
On-site · Waterloo, Iowa, United States
Waterloo, Iowa, United StatesOn-siteFull TimeMid LevelLicense Or CertificationInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families; build a book of business and deliver personalized investment solutions; leverage leadership, relationship-building, and digital channels to enhance client experience; demonstrate deep understanding of financial markets and sound business judgment; educate clients on technology and channels to monitor and manage investments; collaborate with partners to deepen client relationships and drive goals-based planning.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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