Private Wealth Advisor – Relationship‑Driven Financial Planning

Aumni; Winnetka (IL); Sur place; USD 70 000 - 120 000; Plein temps

Résumé du poste

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, provide advised solutions, and coordinate with Chase partners to meet clients' financial goals.

The role emphasizes relationship management, leadership, and a strong commitment to integrity and client service in a dynamic, digitally-enabled banking environment.

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 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.

Responsabilités

• 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 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 how they want.

Connaissances

Financial advisory experience

Client acquisition

Goals-based planning

Series 7

Series 66

Life & Health license

Formation

Bachelor’s degree preferred

Description du poste

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships, provide advised solutions, and coordinate with Chase partners to meet clients' financial goals.

The role emphasizes relationship management, leadership, and a strong commitment to integrity and client service in a dynamic, digitally-enabled banking environment.