J.P. Morgan Chase
Waterloo, Iowa
J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA
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Apply to J.P. Morgan Wealth Management – Private Client Advisor - Waterloo, IA at J.P. Morgan ChaseJob details
- Location
- Waterloo, Iowa
- Work type
- Onsite
- Posted
- 1 week ago
- Apply on
- jpmc.fa.oraclecloud.com
About this role
2+ years financial advisor or equivalent experience; active Series 7 and Series 66/63/65 required or obtainable within 60 days; life, health and long-term care insurance license required or obtainable; client acquisition and goals-based planning skills; CFP and bachelor’s degree preferred.
What you'll do at J.P. Morgan Chase:
- building relationships
- providing advice
- acquiring clients
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