Wealth Advisor for Private Clients & Growth

JPMorgan Chase & Co.; Chicago (IL); Vor Ort; USD 85.000 - 120.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build strong client relationships, provide advised solutions, and promote digital channels to monitor investments.

The role requires at least 2 years in financial advisory, relevant licenses (Series 7/66, Life/Health/ LTC), and a commitment to goals-based planning; CFP and a bachelor’s degree are preferred.

Qualifikationen

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in acquiring and managing client relationships and partnering with key teams.
• Commitment to goals-based planning and delivering advised solutions.
• Active Series 7 and Series 66 (63/65) licenses or ability to obtain within 60 days.
• Active Life, Health and Long Term Care licenses or ability to obtain within 60 days.

Aufgaben

• Build a book of business and deliver personalized investment solutions.
• Provide comprehensive financial planning and investment guidance.
• Demonstrate understanding of financial markets and sound business judgment.
• Uphold integrity and focus on doing right by clients.
• Educate clients on technology and channels to monitor investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital tools to enhance client engagement and banking.

Kenntnisse

Relationship building

Client acquisition

Goals-based planning

Financial markets knowledge

Digital client education

Ausbildung

Series 7 license

Series 66 license

Life/Health/Long Term Care license

CFP certification (preferred)

Bachelor’s degree (preferred)

Jobbeschreibung

JPMorgan Chase & Co. in Chicago seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance for individuals and families. You will build strong client relationships, provide advised solutions, and promote digital channels to monitor investments.

The role requires at least 2 years in financial advisory, relevant licenses (Series 7/66, Life/Health/ LTC), and a commitment to goals-based planning; CFP and a bachelor’s degree are preferred.