J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago

JPMorgan Chase; Chicago (IL); On-site; USD 71,000 - 105,000; Full time

Job summary

An established industry player in financial services is seeking a Personal Advisor to join their Wealth Management team. In this dynamic role, you will partner with clients to develop personalized financial plans, leveraging top-tier technology and support. You will engage with clients primarily through video and phone appointments, providing tailored advice and navigating their financial journeys. This position offers a collaborative team environment where you can make a significant impact on clients' financial well-being. Join a company dedicated to fostering lifelong relationships and promoting diversity and inclusion in the workplace.

Benefits

Commission-based pay

Discretionary incentive compensation

Broad range of financial products

Diversity and inclusion programs

Qualifications

• Active Series 7 and Series 66 licenses are required.
• 3+ years in financial services or brokerage preferred.

Responsibilities

• Partner with clients to create custom financial plans based on their goals.
• Leverage investment knowledge to help clients achieve financial goals.

Skills

Investment Advising

Financial Planning

Client Relationship Management

Organizational Skills

Solution-oriented Mindset

Education

Bachelor's Degree

CFP Certification

Tools

Digital Financial Products

Job description

If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.

As a Personal Advisor, in J.P. Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P. Morgan's Chief Investment Officer. You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives. Personal Advisors will work in a team based office environment to support the full book of clients.

Job responsibilities:

1. Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals.
2. Convert high quality leads into new clients and help to maintain those relationships.
3. Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients.
4. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach.
5. Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day.
6. Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.

Required qualifications, capabilities, and skills:

1. A valid and active Series 7.
2. 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.
3. This role requires you to be licensed in all states.

Preferred qualifications, capabilities, and skills:

1. At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning.
2. Bachelor's degree preferred.
3. CFP preferred.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

Chicago, IL $71,250.00 - $105,000.00 / year