J.P. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, IL

About the role

J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and services. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial planning and advice to individuals and families.

Responsibilities

• Champion and support your teammates' success and foster a culture of diversity
• Build a book of business and deliver personalized investment solutions to clients
• Support clients with a focus on relationship management rather than portfolio management
• Show a deep understanding of financial markets and demonstrate sound business judgment
• Exhibit unwavering integrity and ethical behavior
• Provide holistic financial coaching and education to clients
• Embrace digital innovations to enhance client engagement and satisfaction

Requirements

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, relationship building, and integration with key partners
• Proven ability and commitment to providing goals-based planning and advice
• A valid and active Series 7A, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Preferred CFP® certification
• Bachelor's degree preferred

Skills

Knowledge of investment and insurance products, as well as the ability to educate clients on the latest technologies and channels for managing their investments.

Benefits

Comprehensive health care coverage, on-site health and wellness centers, retirement savings plans, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.

Schedule

Flexible work schedule to accommodate client needs and personal commitments.