Wealth Advisor: Private Client Planning & Relationships

Aumni; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago to deliver comprehensive financial planning and investment guidance to individuals and families.

You will leverage your relationship-building skills and market knowledge to provide tailored solutions, coordinate with bank partners, and help clients monitor and adjust their portfolios. Ideal candidates have at least 2 years in financial advisory roles, a valid Series 7 and Series 66, and a commitment to fiduciary-level service.

Qualifications

• 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.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
• 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 them to better monitor, maintain, and handle their 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, where, and how they want

Skills

Client acquisition

Relationship building

Goals-based planning

Financial advisory

Financial markets knowledge

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor in Chicago to deliver comprehensive financial planning and investment guidance to individuals and families.

You will leverage your relationship-building skills and market knowledge to provide tailored solutions, coordinate with bank partners, and help clients monitor and adjust their portfolios. Ideal candidates have at least 2 years in financial advisory roles, a valid Series 7 and Series 66, and a commitment to fiduciary-level service.