Wealth Advisor for Private Clients

JPMorgan Chase & Co.; Wauconda (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial services firm is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The role requires at least 2 years of financial advising experience, strong client relationship skills, and various necessary licenses including Series 7 and 66. Successful candidates will champion diversity and support their teammates while delivering tailored investment solutions to clients. This position is based in Wauconda, Illinois, and offers opportunity for professional growth.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Valid Series 7 and Series 66 licenses required.

Responsibilities

• Champion and support teammates’ success.
• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Financial advising

Relationship management

Digital technology proficiency

Education

Bachelor's degree

CFP® certification

Job description

A leading financial services firm is looking for a Private Client Advisor to provide comprehensive financial planning and advice. The role requires at least 2 years of financial advising experience, strong client relationship skills, and various necessary licenses including Series 7 and 66. Successful candidates will champion diversity and support their teammates while delivering tailored investment solutions to clients. This position is based in Wauconda, Illinois, and offers opportunity for professional growth.