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

About the role

J.P. Morgan Chase is dedicated to helping clients manage their financial needs, supporting employees, and maintaining strong relationships. We leverage advanced technology and a broad investment platform to offer tailored financial solutions to our clients.

Job 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 an exceptional investor experience by offering advised solutions and Chase partner referrals
• Offer holistic financial planning and coaching beyond investments
• Embrace digital innovations to enhance clients' confidence and engagement

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 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 Planner (CFP®) certification
• Bachelor's degree preferred

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

Full-time position.