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

About the role

J.P. Morgan Chase is dedicated to helping clients, employees, and communities thrive. We leverage advanced investment products and digital technologies to offer tailored financial solutions and exceptional client experiences.

Job Responsibilities

• Support team members and foster a diverse and inclusive workplace culture
• Build and manage a client book, providing personalized investment advice and solutions
• Show a deep understanding of financial markets and make informed business decisions
• Exhibit integrity and ethical behavior in all interactions with clients
• Offer financial coaching and education to enhance clients' investment knowledge
• Adopt and utilize digital tools to improve client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Proven track record in client acquisition, relationship building, and partnership integration
• Strong background in goals-based financial planning and advice
• A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Certified Financial Planner (CFP®) certification
• Bachelor's degree

Pay

The compensation and benefits package are competitive and detailed information will be provided during the hiring process.

Schedule

Hours and schedule details will be discussed during the interview process.