Private Client Advisor - Wealth Planning & Relationships

Aumni; Bloomington (IL); On-site; USD 47,520 - 47,540; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan is seeking a Private Client Advisor in Bloomington, IL to provide comprehensive financial planning and advisory services. In this role, you will support clients ranging from those beginning to save to those with significant wealth, offering personalized investment solutions and fostering relationships. A minimum of 2 years in a Financial Advisor role is required, along with a Series 7 license, and obtaining a Series 66 license and Insurance license within 60 days of employment is mandatory. A Bachelor's degree and CFP certification are preferred.

Qualifications

• Minimum of 2 years in a Financial Advisor role or equivalent.
• Proven success in client acquisition and relationship maintenance.
• Must obtain Series 66 and Insurance license within 60 days.

Responsibilities

• Offer comprehensive financial planning and advice.
• Support teammates and foster a culture of diversity.
• Build personalized investment solutions for clients.

Skills

Client relationship management

Financial market understanding

Goal-based planning

Client acquisition success

Education

Bachelor’s degree

Certified Financial Planning (CFP)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan is seeking a Private Client Advisor in Bloomington, IL to provide comprehensive financial planning and advisory services. In this role, you will support clients ranging from those beginning to save to those with significant wealth, offering personalized investment solutions and fostering relationships. A minimum of 2 years in a Financial Advisor role is required, along with a Series 7 license, and obtaining a Series 66 license and Insurance license within 60 days of employment is mandatory. A Bachelor's degree and CFP certification are preferred.