Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; Park Ridge (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services company in Illinois seeks a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building client relationships while fostering a diverse culture. Candidates should have at least two years of relevant experience, along with valid Series 7 and 66 licenses. Integrity and a passion for client education on financial products are key. Join a team committed to exceptional service and client success.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 license.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success while fostering diversity.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Building relationships

Financial advising

Digital confidence

Education

Bachelor’s degree

CFP® certification

Tools

Investment products

Financial planning software

Job description

A leading financial services company in Illinois seeks a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building client relationships while fostering a diverse culture. Candidates should have at least two years of relevant experience, along with valid Series 7 and 66 licenses. Integrity and a passion for client education on financial products are key. Join a team committed to exceptional service and client success.