Private Client Advisor: Wealth Strategy & Relationships

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

Job summary

A leading financial services firm is seeking a Private Client Advisor in Lake Forest, Illinois. This role offers comprehensive financial planning and advice to individuals and families. Candidates should have at least 2 years of Financial Advisor experience, strong relationship management skills, and valid licenses. The position emphasizes championing client needs, delivering tailored investment solutions, and helping clients navigate digital banking tools. This role presents an exciting opportunity to grow within an inclusive and diverse environment.

Qualifications

• 2+ years of experience in a Financial Advisor role or equivalent.
• Success in client acquisition and relationship maintenance.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Champion team success and bank goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets and business judgment.

Skills

Client acquisition

Relationship management

Financial planning

Digital confidence

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in Lake Forest, Illinois. This role offers comprehensive financial planning and advice to individuals and families. Candidates should have at least 2 years of Financial Advisor experience, strong relationship management skills, and valid licenses. The position emphasizes championing client needs, delivering tailored investment solutions, and helping clients navigate digital banking tools. This role presents an exciting opportunity to grow within an inclusive and diverse environment.