J.P. Morgan Wealth Management – Private Client Advisor – Wayland, MA
On-siteWayland, Massachusetts, United States
Job Summary
Champion teammates' success while building a book of business and delivering personalized investment solutions to clients through relationship management. Provide holistic financial coaching and educate clients on available technology and channels to help them monitor and manage their investments. Demonstrate deep market understanding and integrity by offering advised solutions and partner referrals that deepen client relationships. Maintain a focus on goal-based planning and advice for individuals and families across the wealth spectrum. Requires at least two years in a Financial Advisor role, valid Series 7 and Series 66 licenses, and Life/Health insurance licensing. Located in Wayland, MA.
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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