Wealth Advisor for Private Clients | Personal Planning

JPMorgan Chase & Co.; Vernon Hills (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Vernon Hills, IL invites experienced financial professionals to join Chase Wealth Management as Private Client Advisor.

You will provide comprehensive financial planning and investment guidance to individuals and families, helping them achieve their goals with a client-first approach. This role emphasizes relationship management, adherence to fiduciary standards, and the use of digital tools to deliver a differentiated investor experience, with opportunities for growth

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Active Series 7 and Series 66 licenses or must be obtained within 60 days of starting in the role as a condition of employment.
• Active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role as a condition of employment.
• Demonstrated success in client acquisition and relationship management.
• Bachelor's degree preferred; CFP certification preferred.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients relying on leadership and relationship-building skills.
• Provide comprehensive financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to monitor and manage 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 when and how they want.

Skills

Relationship building

Client acquisition

Goals-based planning

Financial knowledge

Communication skills

Education

Series 7 license

Series 66 license (63/65)

Life, Health and Long Term Care Insurance license

CFP certification

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Vernon Hills, IL invites experienced financial professionals to join Chase Wealth Management as Private Client Advisor.

You will provide comprehensive financial planning and investment guidance to individuals and families, helping them achieve their goals with a client-first approach. This role emphasizes relationship management, adherence to fiduciary standards, and the use of digital tools to deliver a differentiated investor experience, with opportunities for growth