Private Client Advisor – Wealth Planning & Digital Advisory

JPMorgan Chase & Co.; Northbrook (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Northbrook, Illinois. This role offers personalized investment solutions and comprehensive financial planning to clients from all backgrounds. Candidates should have at least 2 years of experience in financial advisory, hold active licenses such as Series 7 and Series 66, and demonstrate success in client acquisition. The role emphasizes relationship management and effectively utilizing digital technology to meet client needs. A Bachelor's degree and CFP certification are preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for investment management.

Skills

Client acquisition

Financial markets understanding

Building relationships

Digital technology proficiency

Financial coaching

Education

Bachelor’s degree

Certified Financial Planning (CFP®) certification

Tools

Series 7 License

Series 66 License (63/65)

Life, Health and Long Term Care Insurance License

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Northbrook, Illinois. This role offers personalized investment solutions and comprehensive financial planning to clients from all backgrounds. Candidates should have at least 2 years of experience in financial advisory, hold active licenses such as Series 7 and Series 66, and demonstrate success in client acquisition. The role emphasizes relationship management and effectively utilizing digital technology to meet client needs. A Bachelor's degree and CFP certification are preferred.