Private Wealth Advisor: Holistic Planning & Client Growth

Aumni; Chicago (IL); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

J.P. Morgan Chase within Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance for individuals and families.

You’ll help clients select from a broad range of solutions, align goals with strategies, and build enduring relationships. This role emphasizes integrity, advisor excellence, and leveraging digital tools to enhance the client experience.

Formación

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

Responsabilidades

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and handle their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

Conocimientos

Client acquisition

Relationship building

Goals-based planning

Financial advice

Educación

Certified Financial Planner CFP

Bachelor's degree preferred

Descripción del empleo

J.P. Morgan Chase within Chase Wealth Management is seeking a Private Client Advisor to provide comprehensive financial planning and tailored investment guidance for individuals and families.

You’ll help clients select from a broad range of solutions, align goals with strategies, and build enduring relationships. This role emphasizes integrity, advisor excellence, and leveraging digital tools to enhance the client experience.