Private Client Advisor, Wealth Planning & Relationships

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

Job summary

A leading financial services firm is seeking a Private Client Advisor in Woodridge, Illinois. You will provide comprehensive financial planning and solutions to individuals and families, ensuring an exceptional investor experience. Key responsibilities include building client relationships, imparting knowledge on financial markets, and embracing digital innovations. Candidates should have at least two years of experience as a Financial Advisor with requisite licensing. This role offers a dynamic environment focused on client success and diversity.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Valid and active Series 7 license required.
• Valid and active Series 66 (63/65) license required within 60 days of employment.
• Valid and active Life, Health and Long Term Care Insurance license required within 60 days of employment.

Responsibilities

• Support teammates’ success and foster diversity.
• Build a book of business and deliver personalized investment solutions.
• Understand financial markets and exhibit sound business judgement.
• Educate clients on technology and channels for investments.
• Provide a holistic view of clients’ financial needs.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions delivery

Digital technology education

Education

Bachelor’s degree preferred

Job description

A leading financial services firm is seeking a Private Client Advisor in Woodridge, Illinois. You will provide comprehensive financial planning and solutions to individuals and families, ensuring an exceptional investor experience. Key responsibilities include building client relationships, imparting knowledge on financial markets, and embracing digital innovations. Candidates should have at least two years of experience as a Financial Advisor with requisite licensing. This role offers a dynamic environment focused on client success and diversity.