Private Wealth Advisor: Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial institution based in Chicago seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice. The role requires a minimum of two years of financial advisory experience and strong relationship management skills. Candidates must hold relevant licenses, including Series 7 and Series 66, or be willing to obtain them. This position offers the opportunity to advise clients on investment solutions while focusing on building long-term relationships.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in cultivating and maintaining client relationships.
• Ability to integrate financial products to meet clients' needs.

Responsibilities

• Build a book of business with personalized investment solutions.
• Educate clients on technology to manage their investments.
• Deliver exceptional service by understanding financial markets.

Skills

Client acquisition

Relationship management

Financial planning

Digital confidence

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 institution based in Chicago seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice. The role requires a minimum of two years of financial advisory experience and strong relationship management skills. Candidates must hold relevant licenses, including Series 7 and Series 66, or be willing to obtain them. This position offers the opportunity to advise clients on investment solutions while focusing on building long-term relationships.