Private Client Advisor: Wealth Planning & Digital Solutions

Testing Site - JPMC; Warrenville (IL); Vor Ort; USD 85.000 - 135.000; Vollzeit

Zusammenfassung

J.P. Morgan Chase in Illinois is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, from new savers to high-net-worth clients.

You will build relationships, deliver tailored investment solutions, and leverage partners to deepen client connections while guiding clients through markets and digital tools for monitoring and managing their investments.

Qualifikationen

• 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 license.
• 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.

Aufgaben

• 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

Kenntnisse

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 license

Life/Health/LTC license

Ausbildung

Bachelor’s degree

CFP certification

Jobbeschreibung

J.P. Morgan Chase in Illinois is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families, from new savers to high-net-worth clients.

You will build relationships, deliver tailored investment solutions, and leverage partners to deepen client connections while guiding clients through markets and digital tools for monitoring and managing their investments.