Private Client Advisor | Wealth Planning & Relationships

Aumni; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health coverage

Wellness centers

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

J.P. Morgan Chase in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment advice for individuals and families. You will build a client book, rely on leadership, and offer advised solutions to deepen client relationships.

The role requires Series 7, Series 66 (63/65) and Life/Health/LTC licenses or timely acquisition, plus a commitment to fiduciary guidance and superior investor service.

Qualifications

• 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.

Responsibilities

• 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 the firm's by relying on leadership and relationship-building skills.
• 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 the firm's 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

Skills

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase in Chicago is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment advice for individuals and families. You will build a client book, rely on leadership, and offer advised solutions to deepen client relationships.

The role requires Series 7, Series 66 (63/65) and Life/Health/LTC licenses or timely acquisition, plus a commitment to fiduciary guidance and superior investor service.