Private Client Advisor: Wealth Solutions Chicago

JPMorgan Chase & Co.; New Lenox (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in the Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build deep client relationships, work with partners, and guide clients through markets with integrity and a client-first mindset. You will rely on your relationship-building skills to grow a book of business, offer advised solutions, and use digital channels to enhance the investor experience while

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.
• A valid and active Series 7 license is required or must be obtained if not active.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

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 your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• 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 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

Partnership collaboration

Financial markets understanding

Integrity

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in the Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions for individuals and families.

You will build deep client relationships, work with partners, and guide clients through markets with integrity and a client-first mindset. You will rely on your relationship-building skills to grow a book of business, offer advised solutions, and use digital channels to enhance the investor experience while