Private Client Advisor - Holistic Wealth & Relationships

Aumni; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Naperville/Aurora, IL to provide comprehensive financial planning and investment solutions. The role demands at least 2 years of experience in financial advising, along with valid licenses (Series 7, Series 66). Key responsibilities include building client relationships, providing personalized financial solutions, and educating clients on digital tools for managing their investments. A bachelor's degree and CFP certification are preferred.

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 and Series 66 licenses required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.
• Educate clients on technology to improve their investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Naperville/Aurora, IL to provide comprehensive financial planning and investment solutions. The role demands at least 2 years of experience in financial advising, along with valid licenses (Series 7, Series 66). Key responsibilities include building client relationships, providing personalized financial solutions, and educating clients on digital tools for managing their investments. A bachelor's degree and CFP certification are preferred.