J.P. Morgan Wealth Management – National Branch Personal Advisor
| Company | JP Morgan Chase |
|---|---|
| Location | Irvine, CA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
- This role requires you to be licensed in all states
Responsibilities
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a “solution-oriented” mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients’ needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Preferred Qualifications
- At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
- Bachelor’s degree preferred
- CFP preferred