J.P. Morgan Wealth Management - Private Client Advisor - Lake Forest, IL

Aumni; Lake Forest (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread in Lake Forest, Illinois, is seeking a Financial Advisor to champion client success and deliver tailored investment solutions. The ideal candidate has at least 2 years' experience in financial services, excels in client relationship management, and possesses necessary licenses. The role offers a comprehensive rewards package including competitive salary, health benefits, and opportunities for commission-based pay. A Bachelor's degree and CFP certification are preferred. Join a culture that embraces diversity and innovation.

Qualifications

• Minimum 2 years of experience as a Financial Advisor or similar role.
• Success in cultivating client relationships.
• Commitment to goals-based advice implementation.

Responsibilities

• Support team and bank goals while promoting diversity.
• Deliver personalized investment solutions.
• Educate clients about technology for investment management.

Skills

Client acquisition

Relationship management

Goals-based planning

Understanding of financial markets

Digital innovations

Education

Bachelor's degree

Tools

Series 7

Series 66 (63/65)

Life, Health and Long Term Care Insurance license

Job description

Job responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required qualifications, capabilities, and skills

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor’s degree preferred

Benefits

We offer a competitive total rewards package including base salary determined by role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash or equity. Additional benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

Equal Opportunity Employer/Disability/Veterans