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
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail client-facing experience, passion for beauty, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math/computer skills, and ability to complete company training.
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide client service and administrative support to financial advisors; manage accounts, process transactions, support marketing and events; strong computer literacy and attention to detail.