Private Client Advisor: Wealth Planning & Digital Solutions

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

Job summary

A leading global financial services firm seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients of varying wealth levels. The role requires at least 2 years of financial advisory experience and proficiency in building client relationships. In this position, you will champion your teammates, support bank goals, and embrace digital innovations while educating clients on their financial needs. Exceptional integrity and client service are essential.

Qualifications

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

Responsibilities

• Champion and support teammates' success and bank goals.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology for managing investments.

Skills

Client acquisition

Relationship management

Financial coaching

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading global financial services firm seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to clients of varying wealth levels. The role requires at least 2 years of financial advisory experience and proficiency in building client relationships. In this position, you will champion your teammates, support bank goals, and embrace digital innovations while educating clients on their financial needs. Exceptional integrity and client service are essential.