Private Client Advisor: Wealth Planning & Digital Investing

JPMorganChase; Lake Forest (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm seeks a Private Client Advisor in Lake Forest, Illinois. In this role, you will provide tailored financial planning and investment solutions to individuals and families, emphasizing relationship management over portfolio management. The ideal candidate will possess relevant financial licenses and a passion for educating clients on financial services. A commitment to diversity and inclusion is essential. Competitive total rewards package available, along with comprehensive benefits.

Qualifications

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

Responsibilities

• Build a book of business with personalized investment solutions.
• Provide a holistic view of clients’ needs beyond investments.
• Educate clients on technology and banking options.

Skills

Client acquisition

Relationship management

Financial planning

Market understanding

Integrity

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm seeks a Private Client Advisor in Lake Forest, Illinois. In this role, you will provide tailored financial planning and investment solutions to individuals and families, emphasizing relationship management over portfolio management. The ideal candidate will possess relevant financial licenses and a passion for educating clients on financial services. A commitment to diversity and inclusion is essential. Competitive total rewards package available, along with comprehensive benefits.