Private Client Advisor: Wealth Strategy & Relationships

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

Job summary

A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions to clients. The role requires at least 2 years of experience in financial advising and emphasizes building strong client relationships. Candidates should possess a valid Series 7 and Series 66 licenses, along with strong leadership skills. This position offers the opportunity to educate clients on financial technology and holistic planning to enhance their investments.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Valid and active Series 7 and Series 66 licenses required.

Responsibilities

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

Skills

Client acquisition

Relationship management

Financial coaching

Educating clients

Leadership

Education

Bachelor’s degree

CFP® certification

Job description

A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions to clients. The role requires at least 2 years of experience in financial advising and emphasizes building strong client relationships. Candidates should possess a valid Series 7 and Series 66 licenses, along with strong leadership skills. This position offers the opportunity to educate clients on financial technology and holistic planning to enhance their investments.