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

JPMorganChase; Chicago (IL); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a Personal Advisor to join their Wealth Management team in Chicago. This role emphasizes building personal relationships with clients and creating customized financial plans to help them achieve their goals. You'll leverage top-tier technology and support while working in a collaborative environment. With a focus on investment advising, you will help clients navigate their financial journeys and ensure they receive tailored solutions. If you're passionate about financial planning and client service, this is an exciting opportunity to make a meaningful impact.

Benefits

Health Care

Retirement Plans

Tuition Reimbursement

Mental Health Support

Qualifications

• Valid and active Series 7 and Series 66 licenses required.
• 3+ years of financial services or brokerage experience preferred.

Responsibilities

• Leverage investment and wealth planning knowledge to assist clients.
• Convert leads into new clients and maintain relationships.
• Educate clients on digital products for financial goal achievement.

Skills

Investment Advising

Financial Planning

Client Relationship Management

Organizational Skills

Education

Bachelor's Degree

Job description

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

Join to apply for the J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago role at JPMorgan Chase.

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 personalized financial plans, and match clients with investment portfolios managed by J.P. Morgan’s Chief Investment Officer. You will also provide advice to existing clients, helping them navigate shifting priorities around their finances and lives. Personal Advisors will work in a team-based office environment to support their full book of clients.

Job Responsibilities

• Leverage experience and understanding of investments, wealth planning, credit, and banking concepts to help clients achieve their financial goals.
• Convert high-quality leads into new clients and maintain those relationships.
• Utilize a solution-oriented mindset to work towards the best outcomes for all clients.
• Ensure proposed solutions fulfill clients' needs and objectives through a holistic, goals-based planning approach.
• Demonstrate strong organizational skills and apply a disciplined approach throughout the day.
• Educate clients on digital products to monitor, maintain, and achieve their financial goals.

Required Qualifications, Capabilities, and Skills

• A valid and active Series 7 license.
• A valid and active Series 66 (or 63/65) license, or the ability to obtain within 60 days of starting.
• Licensing in all states is required.

Preferred Qualifications, Capabilities, and Skills

• At least 3 years of relevant financial services or brokerage experience, with a focus on financial planning.
• Bachelor’s degree preferred.
• CFP designation preferred.

About Us

Chase is a leading financial services firm helping nearly half of America’s households and small businesses achieve their financial goals. Our mission is to create lifelong relationships and put customers at the center. We offer a competitive rewards package, benefits, and programs including health care, retirement plans, tuition reimbursement, mental health support, and more.

We value diversity and inclusion, are an equal opportunity employer, and make reasonable accommodations for applicants and employees.

About The Team

Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, and more. We lead in credit card sales, deposit growth, and digital solutions, with high customer satisfaction.