Private Client Advisor: Holistic Wealth & Digital Solutions

JPMorganChase; Evanston (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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Evanston, Illinois to deliver comprehensive financial planning and advice. In this role, you will support a wide range of clients, from those starting to save to those with significant wealth, ensuring an exceptional investor experience.

You will build and manage client relationships, provide personalized investment solutions, and embrace digital innovations to foster client confidence. A competitive salary, commission-based pay, and substantial benefits are part of the offer.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license is required.

Responsibilities

• Build a book of business with personalized investment solutions.
• Champion team success and foster a culture of diversity.
• Educate clients on technology and channels available to manage investments.

Skills

Client acquisition

Relationship management

Financial market knowledge

Investment solutions delivery

Education

Bachelor's degree

CFP® certification

Tools

Series 7 license

Series 66 (or 63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Evanston, Illinois to deliver comprehensive financial planning and advice. In this role, you will support a wide range of clients, from those starting to save to those with significant wealth, ensuring an exceptional investor experience.

You will build and manage client relationships, provide personalized investment solutions, and embrace digital innovations to foster client confidence. A competitive salary, commission-based pay, and substantial benefits are part of the offer.