J.P. Morgan Wealth Management – Private Client Advisor - Springfield, MO (Including surrounding areas)
Springfield, Missouri, United States
$48k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience. Requires active Series 7 and Series 66 (or 63/65 obtained within 60 days) and Life/Health/Long Term Care insurance licenses. CFP and Bachelor's degree preferred.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-focused experience, strong communication, ability to lift 50 lbs, availability for nights/weekends/holidays, punctuality and meeting minimum weekly hours.
Sephora: Global retailer of prestige beauty and personal care products.
Retail experience providing excellent client service, strong communication, product knowledge, ability to lift up to 50 lbs, and reliable attendance during peak retail hours.
Bachelor's degree in finance, accounting, or related field; experience in financial consulting; strong communication and client-relationship skills; licenses/certifications in financial planning a plus.
Senior Advisor, Wealth Advisory - Springfield, Missouri, United States
Springfield, Missouri, United States
OnsiteFull Time
Forvis Mazars: Provides audit, tax, and consulting services to global businesses.
2+ YOEBachelor's degree, 2+ years of relevant experience (financial planning preferred), CFP designation required or eligible, business development and client service skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, deliver exceptional client service, manage accounts and transactions, support marketing and branch business planning, and use tools such as MoneyGuide, Salesforce, and Microsoft Office.
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service and administrative support to financial advisors; strong analytical thinking, attention to detail, communication, adaptability, and computer literacy (MoneyGuide, Salesforce, Microsoft Office); aptitude for account management.