Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Chicago (IL); On-site; Full time

Job summary

A leading financial institution in Chicago is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. You will build client relationships and educate them on financial markets and technologies. Ideal candidates will have a minimum of 2 years in financial advising, relevant licenses, and a passion for client engagement. This role emphasizes relationship management to meet client needs effectively and is integral to the firm’s commitment to diversity and client success.

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, Series 66 (63/65), and Life/Health Insurance licenses are required.

Responsibilities

• Champion team success while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide clients with comprehensive financial planning and advice.

Skills

Client relationship management

Financial market understanding

Digital literacy for client education

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Financial planning software

Job description

A leading financial institution in Chicago is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. You will build client relationships and educate them on financial markets and technologies. Ideal candidates will have a minimum of 2 years in financial advising, relevant licenses, and a passion for client engagement. This role emphasizes relationship management to meet client needs effectively and is integral to the firm’s commitment to diversity and client success.