Private Client Advisor – Wealth & Digital Solutions

JPMorganChase; Lockport (IL); On-site; USD 55,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Central Illinois is seeking a Private Client Advisor to help clients achieve their financial goals through personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial services, possess a Series 7 license, and demonstrate a commitment to integrity and client education. This role offers a competitive rewards package including salary and benefits.

Qualifications

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

Responsibilities

• Champion team success and the bank’s goals.
• Build a book of business with personalized investment solutions.
• Educate clients on technology to manage investments.

Skills

Client acquisition

Relationship management

Financial markets knowledge

Integrity

Financial coaching

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license (or 63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Central Illinois is seeking a Private Client Advisor to help clients achieve their financial goals through personalized investment solutions. The ideal candidate will have at least 2 years of experience in financial services, possess a Series 7 license, and demonstrate a commitment to integrity and client education. This role offers a competitive rewards package including salary and benefits.