Private Wealth Advisor - Holistic Planning & Digital Tools

Aumni; Bloomington (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Job summary

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build trusted relationships and provide an exceptional investor experience as part of a national premier wealth platform. The role requires 2+ years as a Financial Advisor, FINRA licenses (Series 7, 66) and Life/Health/LTC licenses or ability to obtain within 60 days; CFP preferred; Bachelor's

Qualifications

• 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
• 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

Responsibilities

• 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 the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of the firm's 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

Skills

2+ years in Financial Advisor role

Client acquisition and relationships

Goals-based planning

Series 7 license

Series 66 license (63/65)

Life, Health and LTC license

Education

Bachelor's degree preferred

CFP certification preferred

Job description

J.P. Morgan Chase’s Chase Wealth Management is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions to individuals and families.

You will build trusted relationships and provide an exceptional investor experience as part of a national premier wealth platform. The role requires 2+ years as a Financial Advisor, FINRA licenses (Series 7, 66) and Life/Health/LTC licenses or ability to obtain within 60 days; CFP preferred; Bachelor's