Private Client Advisor: Wealth Planning & Digital Solutions

JPMorganChase; Chicago (IL); On-site; USD 80,000 - 100,000; 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 in Chicago seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will build relationships with clients, supporting their financial goals and delivering personalized advice. The ideal candidate has at least 2 years of experience in financial services, holds Series 7 and Series 66 licenses, and demonstrates strong client acquisition skills. A Bachelor's degree and CFP® certification are preferred. This role offers competitive compensation and a commitment to diversity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship building.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Support teammates and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on financial products and technology.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Financial coaching

Education

Bachelor's degree

CFP® certification

Job description

A leading financial services firm in Chicago seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will build relationships with clients, supporting their financial goals and delivering personalized advice. The ideal candidate has at least 2 years of experience in financial services, holds Series 7 and Series 66 licenses, and demonstrates strong client acquisition skills. A Bachelor's degree and CFP® certification are preferred. This role offers competitive compensation and a commitment to diversity.