JPMorgan JP Morgan Wealth Management National Branch 

United States, Ohio 

513703932

Job responsibilities:

• Leverage solid understanding of financial markets to effectively simplify complex financial concepts while building rapport and credibility with our clients
• Deliver exceptional client experience by adapting conversations to meet the needs of a diverse client base
• Possess and continue building on a broad range of investment products and account types including IRA, Roth IRA, Brokerage, Annuity and ManagedAccount solutions
• Understand client needs and provide advice and strategies to achieve their investment goals
• Maintain a high level of personal organization and the ability to manage multiple priorities in a fast- paced environment; adaptive to change

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:

• 3 years of relevant Financial services or brokerage experience preferred
• Bachelor’s degree preferred