Private Client Advisor, Wealth Management (O’Hare)

JP Morgan Chase; Park Ridge (IL); Presencial; USD 90 000 - 125 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Resumo da oferta

A leading financial services firm seeks a Private Client Advisor in Park Ridge to offer comprehensive financial planning and investment solutions to clients. This role emphasizes building strong relationships, supporting client needs, and leveraging digital tools to enhance client engagement. Candidates should have a valid Series 7 and insurance licenses, with a strong focus on client acquisition and relationship management.

Qualificações

• 2+ years in a Financial Advisor role or equivalent experience
• Ability to integrate with key partners for client acquisition
• Commitment to goals-based planning and advice

Responsabilidades

• Build a book of business and deliver personalized investment solutions.
• Analyze financial markets and uphold client integrity.
• Provide a holistic view of clients’ needs beyond investments.

Conhecimentos

Client Acquisition

Relationship Management

Financial Planning

Digital Solutions Education

Formação académica

Bachelor’s degree

Certified Financial Planning (CFP)

Valid and active Series 7 license

Valid and active Series 66 (63/65) license

Valid and active Life, Health and Long Term Care Insurance license

Descrição da oferta de emprego

A leading financial services firm seeks a Private Client Advisor in Park Ridge to offer comprehensive financial planning and investment solutions to clients. This role emphasizes building strong relationships, supporting client needs, and leveraging digital tools to enhance client engagement. Candidates should have a valid Series 7 and insurance licenses, with a strong focus on client acquisition and relationship management.