Private Client Wealth Advisor | Relationship & Planning

JPMorgan Chase & Co.; Edwardsville (IL); On-site; USD 80,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is hiring a Private Client Advisor in Edwardsville, Illinois. The role emphasizes relationship management and providing comprehensive financial planning to clients ranging from beginners to affluent individuals.

The ideal candidate should have at least 2 years of financial advisory experience, with licenses such as Series 7 and Series 66. Responsibilities include building business, supporting teammates, and ensuring an exceptional client experience through innovative solutions.

Qualifications

• Minimum 2 years as a Financial Advisor or in a similar financial services role.
• Proven success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success and bank goals, fostering diversity.
• Build business and deliver personalized investment solutions.
• Ensure integrity and educate clients on investment technology.

Skills

Client acquisition

Financial planning

Relationship management

Understanding of financial markets

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

JPMorgan Chase & Co. is hiring a Private Client Advisor in Edwardsville, Illinois. The role emphasizes relationship management and providing comprehensive financial planning to clients ranging from beginners to affluent individuals.

The ideal candidate should have at least 2 years of financial advisory experience, with licenses such as Series 7 and Series 66. Responsibilities include building business, supporting teammates, and ensuring an exceptional client experience through innovative solutions.