Wealth Advisor - Private Client, Holistic Planning Digital

JPMorgan Chase & Co.; Lake Zurich (IL); On-site; USD 95,000 - 130,000; Full time

Job summary

J.P. Morgan Chase in Lake Zurich, IL is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them grow and protect their wealth.

You will build a book of business, rely on leadership and relationships, and deliver personalized investment solutions with an emphasis on goals-based planning and superior client service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients with a focus on relationship management.
• Provide holistic financial planning and an exceptional investor experience with Chase partner referrals.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Uphold integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor, maintain, and manage investments.

Skills

Relationship building

Client acquisition

Financial planning

Industry knowledge

Communication skills

Education

CFP

Bachelor's degree

Tools

CRM software

Financial planning tools

Job description

J.P. Morgan Chase in Lake Zurich, IL is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families, helping them grow and protect their wealth.

You will build a book of business, rely on leadership and relationships, and deliver personalized investment solutions with an emphasis on goals-based planning and superior client service.