Private Wealth Advisor - Client Growth & Planning

JPMorgan Chase; Chicago (IL); Vor Ort; USD 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Client acquisition

Relationship management

Financial planning

Integrity

Digital innovation

Ausbildung

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Jobbeschreibung

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.