Private Wealth Advisor: Client Growth & Planning

JPMorganChase; Wauconda (IL); On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Wauconda, IL is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. Ideal candidates should have at least 2 years of experience as a Financial Advisor and possess a valid Series 7 and Series 66 licenses. Responsibilities include building client relationships and providing superior service. A competitive salary package includes base pay and potential incentives, along with benefits like health care coverage and tuition reimbursement.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Ability and commitment to goals‑based planning and advice.

Responsibilities

• Champion and support teammates to achieve bank goals.
• Build personalized investment solutions for clients.
• Educate clients on technology for investment management.

Skills

Client acquisition

Relationship management

Financial coaching

Integrity

Understanding of financial markets

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 License

Life, Health and Long Term Care Insurance License

Job description

A leading financial services firm in Wauconda, IL is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. Ideal candidates should have at least 2 years of experience as a Financial Advisor and possess a valid Series 7 and Series 66 licenses. Responsibilities include building client relationships and providing superior service. A competitive salary package includes base pay and potential incentives, along with benefits like health care coverage and tuition reimbursement.