Wealth Planning Advisor – Private Client

JPMorganChase; Roscoe Township (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

JPMorganChase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build a book of business, offering personalized investment solutions while managing client relationships. Candidates must have at least 2 years of related experience and required certifications, including Series 7 and Series 66 licenses.

The role emphasizes client education on technology tools to enhance their investment management and overall financial coaching.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and relationship building.
• Ability and commitment to goals-based planning.
• Valid Series 7, Series 66, and insurance licenses are required.

Responsibilities

• Build and manage a book of business with personalized investment solutions.
• Champion team success while fostering a culture of diversity.
• Educate clients on technology and investment monitoring.
• Provide holistic financial coaching.

Skills

Client acquisition

Relationship management

Financial coaching

Financial markets understanding

Education

Bachelor's degree preferred

CFP certification preferred

Tools

Series 7 License

Series 66 License (63/65)

Insurance License

Job description

JPMorganChase is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will build a book of business, offering personalized investment solutions while managing client relationships. Candidates must have at least 2 years of related experience and required certifications, including Series 7 and Series 66 licenses.

The role emphasizes client education on technology tools to enhance their investment management and overall financial coaching.