Wealth Advisor: Holistic Planning & Client Growth

JPMorgan Chase; Chicago (IL); On-site; USD 42,768 - 52,272; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A major financial services firm is seeking a Private Client Advisor in Chicago to deliver comprehensive financial planning and advice to clients of varying wealth levels. You will build strong client relationships while fostering a supportive culture of diversity. Successful candidates will have at least 2 years in a Financial Advisor role and hold necessary licenses. The role offers a competitive total rewards package and supports diversity in the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid Series 7 and Life, Health and Long Term Care Insurance licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Champion and support teammates’ success and the goals of the bank.
• Provide a holistic view of clients' needs and financial coaching.

Skills

Client acquisition

Relationship management

Financial planning

Education

Bachelor's degree

CFP® certification

Job description

A major financial services firm is seeking a Private Client Advisor in Chicago to deliver comprehensive financial planning and advice to clients of varying wealth levels. You will build strong client relationships while fostering a supportive culture of diversity. Successful candidates will have at least 2 years in a Financial Advisor role and hold necessary licenses. The role offers a competitive total rewards package and supports diversity in the workplace.