J.P. Morgan Wealth Management - Private Client Advisor - Highland Park, 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 culture
- Build a book of business and deliver personalized investment solutions
- Support clients with a focus on relationship management, not portfolio management
- Show a deep understanding of financial markets and sound business judgment
- Exhibit integrity and ethical behavior
- Provide holistic financial coaching and education
- Embrace digital innovations to enhance client experiences
Requirements
- At least 2 years in a Financial Advisor role or equivalent experience
- Demonstrated success in client acquisition, relationship building, and partnership integration
- 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
- Certified Financial Planner (CFP®) certification
- Bachelor's degree
Skills
- Leadership and relationship-building skills
- Financial market knowledge
- Business judgment
- Integrity and ethical conduct
- Client education and coaching
- Digital innovation and adoption
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 wellness centers, retirement savings plans, and more.
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 is typically full-time, but specific hours may vary based on business needs.