Private Client Wealth Advisor

Fairygodboss; Naperville (IL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is looking for a passionate Financial Advisor in Naperville, IL, who can build client relationships and provide tailored investment solutions. The role requires strong interpersonal skills, at least 2 years of experience, and various financial licenses including Series 7.

The company values diversity and offers benefits like comprehensive health coverage, retirement plans, and tuition reimbursement. This is an opportunity to help clients navigate their financial futures with integrity and expertise.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Must obtain Series 66 and Life/Health Insurance licenses within 60 days.

Responsibilities

• Champion and support teammates' success and the goals of the bank.
• Build a book of business with personalized investment solutions.
• Educate clients on digital tools for managing investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Financial coaching

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is looking for a passionate Financial Advisor in Naperville, IL, who can build client relationships and provide tailored investment solutions. The role requires strong interpersonal skills, at least 2 years of experience, and various financial licenses including Series 7.

The company values diversity and offers benefits like comprehensive health coverage, retirement plans, and tuition reimbursement. This is an opportunity to help clients navigate their financial futures with integrity and expertise.