Wealth Advisor: Holistic, Digital-First Client Solutions

JPMorgan Chase & Co.; Lockport (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Lockport, Illinois is looking for a Private Client Advisor to deliver comprehensive financial planning and advice. This role emphasizes building strong client relationships, educating clients about investment solutions, and leveraging digital tools for effective client management. Candidates should possess relevant licenses and have at least 2 years of financial services experience. A Bachelor's degree and CFP® certification are preferred. Competitive compensation and support for professional development are offered.

Qualifications

• 2+ years of experience in a Financial Advisor role or equivalent.
• Success in client acquisition and maintaining relationships.
• Ability to commit to goals-based planning.

Responsibilities

• Build a book of business with personalized investment solutions.
• Foster a culture of diversity and support teammates’ success.
• Educate clients on available technology for managing investments.

Skills

Client acquisition

Relationship management

Financial market understanding

Integrity

Digital confidence for clients

Education

Bachelor’s degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm in Lockport, Illinois is looking for a Private Client Advisor to deliver comprehensive financial planning and advice. This role emphasizes building strong client relationships, educating clients about investment solutions, and leveraging digital tools for effective client management. Candidates should possess relevant licenses and have at least 2 years of financial services experience. A Bachelor's degree and CFP® certification are preferred. Competitive compensation and support for professional development are offered.