J.P. Morgan Wealth Management

Job summary
Represent J.P. Morgan Chase and offer investment solutions to clientsProvide financial planning and advice to individuals and familiesFocus on relationship management and deepening client relationships
Job seniority: mid-to-senior level
Responsibilities
• Champion and support teammates' success and foster diversity and inclusion• Focus on relationship management and understanding financial markets• Deliver personalized investment solutions and maintain client relationships• Exhibit integrity and support and guide customers' investments• Provide a holistic view of clients' needs and financial coaching• Embrace digital innovations to help clients become more digitally confident• Acquire and cultivate client relationships and integrate with key partners
Requirements
• At least 2 years in a Financial Advisor role or equivalent financial services experience• Demonstrated success in client acquisition and relationship cultivation• Valid and active Series 7 and Series 66 (63/65) licenses required• Life, Health and Long Term Care Insurance license required• Certified Financial Planning (CFP) certification preferred• Bachelor's degree preferred
Benefits
• Comprehensive compensation including base salary and incentives• Vast set of benefits choices and Wellness Program• Additional programs and services to meet diverse employee needs