Private Client Advisor: Wealth Planning & Digital Guidance

JPMorganChase; New Lenox (IL); On-site; USD 70,000 - 90,000; 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 is seeking a Private Client Advisor in New Lenox, Illinois. The role involves providing comprehensive financial planning and advice tailored to client needs, with a strong emphasis on relationship management. The ideal candidate has a minimum of 2 years in a financial advisory role, strong integrity, and knowledge of financial markets. This role offers competitive compensation and a rich benefits package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated ability to cultivate and maintain client relationships.
• A valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Providing comprehensive financial planning and advice to individuals.
• Building a book of business by delivering personalized investment solutions.
• Educating clients on available technology and channels for investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital confidence

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Job description

A leading financial services firm is seeking a Private Client Advisor in New Lenox, Illinois. The role involves providing comprehensive financial planning and advice tailored to client needs, with a strong emphasis on relationship management. The ideal candidate has a minimum of 2 years in a financial advisory role, strong integrity, and knowledge of financial markets. This role offers competitive compensation and a rich benefits package.