JP Morgan Wealth Management - National Branch Personal Advisor - Plano TX
JP Morgan Wealth Management - National Branch Personal Advisor - Plano TX
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
As a Personal Advisor in J.P. Morgans Wealth Managements National Branch Personal Advising group you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone build a personalized financial plan for each client and match clients with investment portfolios that are designed and managed by J.P. Morgans Chief Investment Officer. You will also provide advice to existing clients as they need it helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a full time based office environment to support the full book of clients.
Job 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 solutionoriented 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 goalsbased 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.
Required qualifications capabilities and skills:
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
Preferred qualifications capabilities and skills:
At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
Bachelors degree preferred
CFP preferred
Responsibilities
Experience and understanding of investments wealth planning credit and banking concepts
Ability to have a solutionoriented mindset to work towards best possible outcomes for all clients
Leverage a holistic goalsbased planning approach to help clients achieve their financial goals
Strong performance and track record of converting high quality leads into new clients and helping to maintain those relationships
Ensure that proposed solutions fulfill clients needs and objectives in the short medium and long term through a holistic goalsbased planning approach
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
Passion for educating clients on the digital products available to them to better monitor maintain and achieve their financial goals.
Qualifications
At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
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
Bachelors degree preferred
CFP preferred
Required Experience:
Unclear Seniority
Employment Type
Full-Time
