Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Elgin (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial services firm in Elgin, Illinois is seeking a Private Client Advisor. This role involves offering personalized financial planning to clients, building strong client relationships, and integrating innovative digital solutions. Candidates should have at least 2 years of experience in financial advising, possess necessary licenses, and show a commitment to client goals. This position emphasizes ethics and integrity in advisory services, ensuring clients feel confident about their investments.

Qualifications

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

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.
• Provide holistic views of clients’ needs beyond investment.

Skills

Client acquisition

Relationship management

Financial coaching

Understanding of financial markets

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Elgin, Illinois is seeking a Private Client Advisor. This role involves offering personalized financial planning to clients, building strong client relationships, and integrating innovative digital solutions. Candidates should have at least 2 years of experience in financial advising, possess necessary licenses, and show a commitment to client goals. This position emphasizes ethics and integrity in advisory services, ensuring clients feel confident about their investments.