J.P. Morgan Wealth Management - Private Client Advisor - Glenview, 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 to individuals and families.
Responsibilities
- Champion and support team members' success and foster a diverse workplace culture
- Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to enhance clients' investment experiences
Requirements
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship management, 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 are required or must be obtained within 60 days of starting in the role
Preferred Qualifications
- Certified Financial Planning (CFP®) certification
- Bachelor's degree
Skills
- Deep understanding of financial markets and sound business judgment
- Unwavering integrity and commitment to client success
- Passion for educating clients on investment technology and channels
Benefits
We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Eligible employees may also receive additional benefits such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Details about total compensation and benefits will be provided during the hiring process.
Pay
Base salary is determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.
Schedule
The schedule for this role may vary depending on the needs of the business.
Additional Information
Products not FDIC insured, not guaranteed by any federal government agency, and not a deposit or other obligation of, or guaranteed by, JPMorgan Chase Bank, N.A. or any of its affiliates. Subject to investment risks, including possible loss of principal. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. For more information, visit our FAQs.