Private Client Advisor – Wealth Management

Aumni; United States; On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is hiring a Private Client Advisor to join their Wealth Management team in the Chicago area. You will provide comprehensive financial planning and investment solutions to clients, focusing on building relationships and offering personalized advice tailored to their financial goals.

This role requires at least 2 years of experience in financial services, a valid Series 7 and 66 license, and a commitment to goals-based planning. Benefits include comprehensive health care coverage and a retirement savings plan.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and cultivating client relationships.
• A valid and active Series 7 and 66 (63/65) license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success and foster diversity.
• Provide holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial planning

Communication skills

Education

Bachelor’s degree

Tools

Series 7 License

Series 66 License

Life and Health Insurance License

Job description

J.P. Morgan is hiring a Private Client Advisor to join their Wealth Management team in the Chicago area. You will provide comprehensive financial planning and investment solutions to clients, focusing on building relationships and offering personalized advice tailored to their financial goals.

This role requires at least 2 years of experience in financial services, a valid Series 7 and 66 license, and a commitment to goals-based planning. Benefits include comprehensive health care coverage and a retirement savings plan.