Wealth Advisor - Holistic, Client-First Planning

Aumni; Illinois; On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Illinois. This role involves offering comprehensive financial planning and advice to a diverse client base. Candidates should have a minimum of 2 years of financial advisory experience, possess required licenses (Series 7, Series 66), and demonstrate a successful track record in client acquisition. Benefits include competitive compensation, health care, and mental health support. Join a company committed to diversity and exceptional client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship maintenance.
• Ability to integrate with key partners for client solutions.

Responsibilities

• Deliver personalized investment solutions to clients.
• Champion teammates’ success and bank goals.
• Provide a holistic view of clients’ needs.

Skills

Client acquisition

Financial market understanding

Relationship management

Integrity

Educating clients

Education

Certified Financial Planning (CFP) certification

Bachelor’s degree

Tools

Series 7 license

Series 66 (63/65) license

Life, Health and Long Term Care Insurance license

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Illinois. This role involves offering comprehensive financial planning and advice to a diverse client base. Candidates should have a minimum of 2 years of financial advisory experience, possess required licenses (Series 7, Series 66), and demonstrate a successful track record in client acquisition. Benefits include competitive compensation, health care, and mental health support. Join a company committed to diversity and exceptional client service.