J.P. Morgan Wealth Management – Private Client Advisor - Mobile, AL
Mobile, Alabama, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); life, health and long-term care insurance license (or obtain within 60 days); CFP and bachelor’s degree preferred.
Employee Fiduciary: Provides low-cost 401(k) plan administration for small businesses.
Respond to client inquiries, maintain knowledge of qualified plan regulations and procedures, manage year-end testing/Form 5500 data, and support advisor/reporting requests. Training provided; entry-level role.
Microsoft Office, Microsoft Excel, Relius, Pension Pal
First Command Financial Services: Financial planning, banking, and insurance for military families.
5+ YOE5+ years financial services experience; Series 7 & 66 (or 6,63,65) and Life & Health license required; CFP/ChFC/RICP preferred; proven client relationship and portfolio management; ability to run an independent, commission-based practice; military affiliation preferred.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail experience, strong communication, flexible availability (days/nights/weekends/holidays), basic computer skills, ability to lift up to 50 lbs and stand for shifts.
2+ YOESupport advisors with account openings, maintenance, order execution, transfers and client service; requires HS diploma, 2 years related experience, Life & Health license and FINRA Series 7, 63, 65/66 in good standing.