Private Client Advisor | Wealth & Digital Investing

JPMorganChase; Naperville (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Naperville, Illinois, seeks a Financial Advisor to champion client relationships and deliver tailored investment solutions. This role demands integrity and a deep understanding of financial markets, helping clients navigate their investments through education on digital tools and services.

Qualifications include at least two years in a similar role, valid financial licenses, and a commitment to a diverse workplace. We offer a competitive rewards package, comprehensive healthcare, retirement savings, and support for mental health needs.

Qualifications

• Minimum of 2 years experience in a Financial Advisor role or equivalent.
• Proven success in client relationships and acquisition.
• Commitment to goals-based financial planning and advice.

Responsibilities

• Support and champion teammates' success in a diverse culture.
• Deliver personalized investment solutions based on relationships.
• Educate clients on digital technology and financial products.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions knowledge

Digital banking technologies

Education

Bachelor's degree

Certified Financial Planning (CFP) certification

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

JPMorganChase in Naperville, Illinois, seeks a Financial Advisor to champion client relationships and deliver tailored investment solutions. This role demands integrity and a deep understanding of financial markets, helping clients navigate their investments through education on digital tools and services.

Qualifications include at least two years in a similar role, valid financial licenses, and a commitment to a diverse workplace. We offer a competitive rewards package, comprehensive healthcare, retirement savings, and support for mental health needs.