Wealth Private Client Advisor - Digital Solutions & Relationships

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

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Chicago to deliver comprehensive financial planning and investment advice to individuals and families.

You will build long-term client relationships, provide advised solutions, and collaborate with partners to deepen client relationships, while embracing digital tools to enhance the client experience. The role requires 2+ years in a financial advisory capacity, active Series 7 and Series 66 licenses (or obtain

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.
• A valid and active Series 7 license.
• A valid and active Series 66 license (63/65) required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license required or must be obtained within 60 days of starting.

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 experience

Investments knowledge

Education

Bachelor’s degree

CFP certification (preferred)

Job description

J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Chicago to deliver comprehensive financial planning and investment advice to individuals and families.

You will build long-term client relationships, provide advised solutions, and collaborate with partners to deepen client relationships, while embracing digital tools to enhance the client experience. The role requires 2+ years in a financial advisory capacity, active Series 7 and Series 66 licenses (or obtain