J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, 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 offer comprehensive financial planning and advice to individuals and families.

Job 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
• Demonstrate a deep understanding of financial markets and sound business judgment
• Exhibit unwavering integrity in all client interactions
• Provide holistic financial coaching and education beyond investments
• Embrace digital innovations to enhance client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• 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 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

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

Investment And Insurance Products Are NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT

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