Private Client Wealth Advisor

JPMorganChase; Vernon Hills (IL); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

J.P. Morgan Chase in Vernon Hills, IL, seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, understand markets, and provide tailored investment solutions with a focus on thoughtful guidance and client education. You will collaborate with partners across Chase Wealth Management, leveraging digital tools and referrals to deepen client relationships and deliver an exceptional

Competenze

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated ability to acquire and maintain clients and partner with others.
• Commitment to goals-based planning and advice.
• Active Series 7 license.
• Active Series 66 (63/65) or obtain within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting.

Mansioni

• Build a book of business and deliver personalized investment solutions through relationship management.
• Provide comprehensive financial planning and advisory services to individuals and families.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in clients' best interests.
• Educate clients about technology and channels to monitor and manage investments.
• Offer holistic financial coaching beyond investments.
• Support clients in using digital tools to become more digitally confident.

Conoscenze

Client acquisition

Relationship management

Goals-based planning

Financial markets knowledge

Integrity

Digital literacy

Formazione

Bachelor's degree

CFP certification preferred

Descrizione del lavoro

J.P. Morgan Chase in Vernon Hills, IL, seeks a Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families.

You will build lasting client relationships, understand markets, and provide tailored investment solutions with a focus on thoughtful guidance and client education. You will collaborate with partners across Chase Wealth Management, leveraging digital tools and referrals to deepen client relationships and deliver an exceptional