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Jobs · Finance · Illinois

J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee Avenue Branch, Chicago, IL

JPMorganChase · Chicago, IL · Yesterday
On-siteFinanceFull-time

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 provide comprehensive financial planning and advice to individuals and families, from those just starting to save to those with significant wealth.

Responsibilities

  • Champion and support your teammates' success and foster a culture of diversity
  • Build a book of business and deliver personalized investment solutions to 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 to clients
  • 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 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

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

Skills

  • Strong client relationship management skills
  • Ability to educate clients on financial technologies and channels
  • Effective communication and problem-solving abilities
  • Ability to manage multiple clients and projects simultaneously

Benefits

We offer a competitive total rewards package, including base salary, commission-based pay, and discretionary incentive compensation. Additional benefits include 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.

Pay

Base salary determined based on the role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be awarded.

Schedule

Flexible work schedule to accommodate client needs and personal commitments.

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