Private Client Advisor: Relationship-Driven Wealth

Fairygodboss; Skokie (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deepen client relationships with leadership and partnerships, and deliver tailored investment solutions while upholding the firm's commitment to integrity and service. This role emphasizes advisory excellence, understanding financial markets, and helping clients monitor and refine their plans

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Series 7 and Series 66 licenses required or must be obtained within 60 days of starting.
• Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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 your 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 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

Client acquisition

Relationship building

Financial planning

Series 7

Series 66 (63/65)

Life/Health/Long Term Care license

Regulatory compliance

Education

Bachelor's degree

CFP preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deepen client relationships with leadership and partnerships, and deliver tailored investment solutions while upholding the firm's commitment to integrity and service. This role emphasizes advisory excellence, understanding financial markets, and helping clients monitor and refine their plans