Private Wealth Advisor | Holistic Financial Planning

JPMorganChase; Northbrook (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Private Client Advisor in Northbrook, Illinois. This role focuses on providing comprehensive financial planning and advice, supporting a range of clients from novice savers to high-net-worth individuals. The ideal candidate has at least 2 years of experience in a Financial Advisor role, possesses Series 7 and Series 66 licenses, and demonstrates strong client acquisition and relationship-building skills. The job offers a competitive rewards package along with a range of benefits, including health care and retirement savings plans.

Qualifications

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

Responsibilities

• Champion and support your teammates’ success.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate a deep understanding of financial markets.

Skills

Client acquisition

Financial planning

Relationship management

Leadership skills

Education

Bachelor's degree preferred

Certified Financial Planning (CFP) certification

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

JPMorganChase is seeking a Private Client Advisor in Northbrook, Illinois. This role focuses on providing comprehensive financial planning and advice, supporting a range of clients from novice savers to high-net-worth individuals. The ideal candidate has at least 2 years of experience in a Financial Advisor role, possesses Series 7 and Series 66 licenses, and demonstrates strong client acquisition and relationship-building skills. The job offers a competitive rewards package along with a range of benefits, including health care and retirement savings plans.