Wealth Advisor: Private Client Solutions & Growth

JPMorgan Chase & Co.; Springfield (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Springfield, IL is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment guidance for individuals and families.

You will collaborate closely with bankers and specialists to deliver tailored solutions that match clients' goals and risk tolerance. As a trusted advisor, you will build a growing book of business, educate clients on digital tools, and uphold the highest standards of integrity and service while supporting

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.
• Active Series 7 required.
• Active Series 66 (63/65) required or must be obtained within 60 days of starting.
• Active Life, Health and Long Term Care license required 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, not portfolio management.
• Demonstrate deep understanding of financial markets and sound business judgment.
• Exhibit integrity in all client interactions and decisions.

Skills

Client relationships

Goals-based planning

Financial advisory

Series 7

Series 66

Life/Health/LTC license

Education

CFP

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Springfield, IL is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment guidance for individuals and families.

You will collaborate closely with bankers and specialists to deliver tailored solutions that match clients' goals and risk tolerance. As a trusted advisor, you will build a growing book of business, educate clients on digital tools, and uphold the highest standards of integrity and service while supporting