Private Client Advisor – Chicago: Wealth & Relationship

JPMorgan Chase; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in Chicago is seeking a Financial Advisor to deliver personalized investment solutions and build lasting client relationships. You will engage clients, understand goals-based planning, and navigate financial markets with integrity and professionalism.

The role requires licensing (Series 7 and 66) and a Life/Health/LTC license or the ability to obtain within 60 days; prior financial services experience strongly preferred; Bachelor's degree recommended.

Qualifications

• 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.

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 the firm's clients by relying on leadership and relationship-building skills.
• 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 the firm's 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

Skills

Financial services experience

Client relationship mgmt

Goals-based planning

Series 7

Series 66 (63/65) license

Life, Health and LTC license

Education

Bachelor's degree

Job description

JPMorgan Chase in Chicago is seeking a Financial Advisor to deliver personalized investment solutions and build lasting client relationships. You will engage clients, understand goals-based planning, and navigate financial markets with integrity and professionalism.

The role requires licensing (Series 7 and 66) and a Life/Health/LTC license or the ability to obtain within 60 days; prior financial services experience strongly preferred; Bachelor's degree recommended.