Wealth Advisor: Private Client Solutions

JPMorgan Chase & Co.; Lockport (IL); In loco; USD 80.000 - 110.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a book of business and collaborate with partners to deliver wealth management strategies while maintaining integrity and a client-first approach. The role emphasizes educating clients on digital tools, monitoring investments, and delivering an exceptional investor experience to

Competenze

• At least 2 years in a financial advisory role or equivalent experience.
• Series 7 and Series 66 licenses required or to be obtained within 60 days of starting.
• Life, Health and Long-Term Care insurance licenses required or to be obtained within 60 days of starting.
• CFP certification is preferred.

Mansioni

• Build a book of business and deliver personalized investment solutions to clients.
• Demonstrate a deep understanding of financial markets and sound judgment.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Educate clients on digital tools to monitor, maintain, and manage their investments.
• Champion teamwork and support a culture of diversity and inclusion.
• Demonstrate unwavering integrity and client-first focus.

Conoscenze

Relationship building

Client acquisition

Financial planning

Series 7

Series 66

Life Insurance license

Formazione

Bachelor's degree preferred

Descrizione del lavoro

JPMorgan Chase & Co. in Illinois seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and personalized investment solutions for individuals and families.

You will build a book of business and collaborate with partners to deliver wealth management strategies while maintaining integrity and a client-first approach. The role emphasizes educating clients on digital tools, monitoring investments, and delivering an exceptional investor experience to