Private Client Advisor – Wealth Planning & Digital Guidance

JPMorgan Chase & Co.; Round Lake Beach (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, delivering an exceptional investor experience through advised solutions and Chase referrals.

The role requires active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and bilingual English/Spanish. CFP preferred, and a bachelor’s degree is preferred.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
• Bilingual in English and Spanish required

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Skills

Series 7

Series 66

Life/Health/LTC License

Bilingual English/Spanish

Financial advisory experience

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families, delivering an exceptional investor experience through advised solutions and Chase referrals.

The role requires active Series 7 and Series 66 licenses, Life/Health/LTC licenses, and bilingual English/Spanish. CFP preferred, and a bachelor’s degree is preferred.