J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL (Portage Park)
About the role
J.P. Morgan Chase is dedicated to helping clients achieve their financial goals through a variety of investment products and digital technologies. As a Private Client Advisor in Chase Wealth Management, you will offer 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 your clients
- Support clients with a focus on relationship management, not portfolio management
- Show a deep understanding of financial markets and sound business judgment
- Exhibit unwavering integrity and a passion for educating clients on technology and investment options
- Embrace digital innovations to enhance client engagement and satisfaction
Requirements
- At least 2 years 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 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
- Certified Financial Planning (CFP®) certification
- Bachelor's degree preferred
Skills
You will need to demonstrate a deep understanding of financial markets and sound business judgment, exhibit unwavering integrity, and a passion for educating clients on the technology and channels available to them. You should also embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
Benefits
Chase offers a competitive total rewards package, including base salary determined based on the role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. Additional details about total compensation and benefits will be provided during the hiring process.
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
Full-time position.