Private Client Advisor — Build Wealth & Relationships

JPMorganChase; Springfield (IL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Springfield, Illinois, is seeking a Private Client Advisor. The role requires building strong client relationships and delivering personalized investment solutions. Candidates need at least 2 years of experience in financial advisory and relevant licenses. The firm emphasizes diversity and offers a comprehensive benefits package, including health care coverage and financial coaching. Join our commitment to providing exceptional service as you help clients achieve their financial goals.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating relationships.
• A valid and active Series 7 and Series 66 licenses required within 60 days.

Responsibilities

• Build a book of business with personalized investment solutions.
• Support teammates and foster a culture of diversity.
• Educate clients on technology and channels for investment monitoring.

Skills

Client acquisition

Financial planning

Relationship management

Educating clients

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Financial market analysis

Job description

A leading financial services firm in Springfield, Illinois, is seeking a Private Client Advisor. The role requires building strong client relationships and delivering personalized investment solutions. Candidates need at least 2 years of experience in financial advisory and relevant licenses. The firm emphasizes diversity and offers a comprehensive benefits package, including health care coverage and financial coaching. Join our commitment to providing exceptional service as you help clients achieve their financial goals.