Private Client Advisor, Wealth Management & Digital

JPMorganChase; Lake Zurich (IL); On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm is seeking a Private Client Advisor in Lake Zurich, IL. The role involves delivering personalized investment solutions and comprehensive financial planning for clients. Ideal candidates will have at least 2 years in a Financial Advisor role and must obtain a Series 7 and Series 66 license. Benefits include competitive rewards and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• A Series 7 and Series 66 (63/65) license must be obtained.

Responsibilities

• Champion and support teammates’ success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Job description

A leading financial services firm is seeking a Private Client Advisor in Lake Zurich, IL. The role involves delivering personalized investment solutions and comprehensive financial planning for clients. Ideal candidates will have at least 2 years in a Financial Advisor role and must obtain a Series 7 and Series 66 license. Benefits include competitive rewards and a commitment to diversity and inclusion.