Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Chicago (IL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

Fairygodboss is seeking a Private Client Advisor to join Chase Wealth Management in Chicago. In this role, you will provide comprehensive financial planning and advice to a diverse range of clients, supporting them from initial savings to significant investments.

Your responsibilities will include building relationships, delivering personalized investment solutions, and educating clients about financial markets. Candidates should have at least 2 years of relevant experience and various required licenses.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability to obtain Series 66 and insurance licenses within 60 days if not already held.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients.
• Provide holistic financial coaching beyond investments.
• Educate clients on technology and channels available for their investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital innovation

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Private Client Advisor to join Chase Wealth Management in Chicago. In this role, you will provide comprehensive financial planning and advice to a diverse range of clients, supporting them from initial savings to significant investments.

Your responsibilities will include building relationships, delivering personalized investment solutions, and educating clients about financial markets. Candidates should have at least 2 years of relevant experience and various required licenses.