Private Client Advisor - Holistic Wealth Planner

Aumni; Batavia (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for the Batavia area. This role focuses on building client relationships and offering comprehensive financial planning and investment solutions. Candidates should have at least 2 years of experience, a valid Series 7 and Series 66 license, and a commitment to client success. A Bachelor's degree and CFP® certification are preferred. The position emphasizes a strong understanding of financial markets and relationship management skills.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Build personalized investment solutions for clients.
• Provide a holistic view of clients’ financial needs.
• Educate clients on technology for better investment monitoring.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and LT Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for the Batavia area. This role focuses on building client relationships and offering comprehensive financial planning and investment solutions. Candidates should have at least 2 years of experience, a valid Series 7 and Series 66 license, and a commitment to client success. A Bachelor's degree and CFP® certification are preferred. The position emphasizes a strong understanding of financial markets and relationship management skills.