Private Client Advisor: Wealth Planning & Relationships

JPMorganChase; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is hiring a Private Client Advisor in Chicago to provide financial planning and investment advice to clients. This role focuses on enhancing client relationships and ensuring a superior investor experience. Ideal candidates have at least 2 years of financial advisory experience, possess licenses such as Series 7 and Series 66, and demonstrate strong client acquisition skills. A comprehensive benefits package and competitive salary are included, making this a great opportunity for aspiring financial professionals.

Qualifications

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

Responsibilities

• Support your teammates' success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology to handle their investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Educational skills

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is hiring a Private Client Advisor in Chicago to provide financial planning and investment advice to clients. This role focuses on enhancing client relationships and ensuring a superior investor experience. Ideal candidates have at least 2 years of financial advisory experience, possess licenses such as Series 7 and Series 66, and demonstrate strong client acquisition skills. A comprehensive benefits package and competitive salary are included, making this a great opportunity for aspiring financial professionals.