Wealth Planning Advisor - Personal Client Growth
JPMorgan Chase
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm in Chicago is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The ideal candidate will have a strong background in financial services, with expertise in managing client relationships and providing tailored investment solutions. This role requires necessary licenses and a passion for helping clients achieve their financial goals. A competitive total rewards package is offered, along with a commitment to diversity and inclusion.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent.
- Demonstrated success in client acquisition and relationship management.
- Valid and active Series 7, 66, and Insurance licenses are required.
Responsibilities
- Champion and support teammates' success and the bank's goals.
- Build a book of business and deliver personalized investment solutions.
- Demonstrate integrity and assist clients with investment understanding.
Skills
Financial Advisory experience
Client relationship management
Financial market understanding
Goal-based planning
Teaching clients
Education
Bachelor's degree preferred
Certified Financial Planning (CFP®)
Tools
Series 7 license
Series 66 license
Life, Health, and Long Term Care Insurance license
Job description
A leading financial services firm in Chicago is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The ideal candidate will have a strong background in financial services, with expertise in managing client relationships and providing tailored investment solutions. This role requires necessary licenses and a passion for helping clients achieve their financial goals. A competitive total rewards package is offered, along with a commitment to diversity and inclusion.
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