Private Client Wealth Advisor — Relationship & Growth

JPMorgan Chase & Co.; Bloomington (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Bloomington, IL is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will rely on leadership and relationship-building to grow a book of business and provide investment solutions and holistic financial coaching, leveraging Chase referrals to deepen client relationships. You will educate clients on technology-enabled channels, maintain a high standard of service, and demonstrate integrity while aligning

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license; Series 66 (63/65) required or to be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or to be obtained within 60 days of starting.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Skills

Relationship management

Goals-based planning

Client acquisition

Financial markets understanding

Integrity

Education

Bachelor’s degree preferred

CFP certification preferred

Tools

Series 7 license

Series 66 license (63/65)

Life/Health/LTC Insurance license

Job description

JPMorgan Chase & Co. in Bloomington, IL is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families.

You will rely on leadership and relationship-building to grow a book of business and provide investment solutions and holistic financial coaching, leveraging Chase referrals to deepen client relationships. You will educate clients on technology-enabled channels, maintain a high standard of service, and demonstrate integrity while aligning