Private Wealth Advisor: Holistic Financial Planning

JPMorganChase; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase in Chicago is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, providing personalized investment solutions while focusing on building client relationships.

The ideal candidate will have at least 2 years of financial advisory experience and the ability to educate clients on their investment options. The position offers a competitive rewards package and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in cultivating and maintaining client relationships.
• A valid and active Series 7 and Series 66 license.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on technology and channels for monitoring investments.
• Provide a holistic view of clients' needs beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Integrity

Understanding of financial markets

Education

Bachelor's degree

CFP® certification

Tools

Financial planning tools

Job description

JPMorganChase in Chicago is seeking a Private Client Advisor in Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, providing personalized investment solutions while focusing on building client relationships.

The ideal candidate will have at least 2 years of financial advisory experience and the ability to educate clients on their investment options. The position offers a competitive rewards package and a commitment to diversity and inclusion.