Strategic Private Client Wealth Advisor

JP Morgan Chase; Winnetka (IL); On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in Winnetka, IL seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build strong client relationships, enhance client experiences, and promote digital confidence, all while adhering to high standards of integrity and diversity. The ideal candidate will have a solid background in financial advising with the required licenses. This full-time position offers a competitive salary and benefits package.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 and Series 66 (or must obtain).

Responsibilities

• Champion team success and foster a culture of diversity.
• Build a book of business with personalized investment solutions.
• Provide holistic views and financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial advising

Integrity

Financial coaching

Educating clients

Digital confidence

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Financial planning software

Job description

A leading financial services firm in Winnetka, IL seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build strong client relationships, enhance client experiences, and promote digital confidence, all while adhering to high standards of integrity and diversity. The ideal candidate will have a solid background in financial advising with the required licenses. This full-time position offers a competitive salary and benefits package.