Private Client Wealth Advisor

JPMorgan Chase; Chicago (IL); On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions. This role fosters client relationships and requires a strong background in financial markets, with at least 2 years of experience in a similar role. Candidates must have a valid Series 7, and a Series 66 and Life, Health and Long Term Care Insurance license is preferred. A competitive salary and comprehensive benefits are offered.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and goals.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Cultivating client relationships

Goals-based planning

Financial coaching

Education

Bachelor's degree

Certified Financial Planning (CFP®)

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions. This role fosters client relationships and requires a strong background in financial markets, with at least 2 years of experience in a similar role. Candidates must have a valid Series 7, and a Series 66 and Life, Health and Long Term Care Insurance license is preferred. A competitive salary and comprehensive benefits are offered.