Wealth Advisor for Private Clients & Holistic Planning

JPMorganChase; Oak Brook (IL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Backup childcare

Job summary

A leading financial services firm located in Oak Brook, Illinois, is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of financial services experience, strong client relationship skills, and relevant financial licenses. This role focuses on delivering exceptional client experiences and requires demonstrating integrity and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.

Responsibilities

• Support teammates’ success and foster a culture of diversity.
• Build a book of business and deliver personalized investment solutions.
• Provide a holistic view of clients’ needs and financial coaching.

Skills

Client acquisition

Relationship management

Goals-based planning

Financial market understanding

Education

Bachelor’s degree preferred

Certified Financial Planning (CFP®) certification

Tools

Series 7 license

Series 66 license

Life Insurance license

Job description

A leading financial services firm located in Oak Brook, Illinois, is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of financial services experience, strong client relationship skills, and relevant financial licenses. This role focuses on delivering exceptional client experiences and requires demonstrating integrity and a commitment to diversity and inclusion.