J.P. Morgan Wealth Management - Private Client Advisor - Oak Lawn, 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 and exceptional client experiences.
Responsibilities
- Champion and support team members' success and foster a diverse and inclusive workplace culture
- Build and manage a book of business by providing personalized investment solutions and client education
- Offer holistic financial planning and advice, focusing on relationship management rather than portfolio management
- Show a deep understanding of financial markets and make sound business decisions
- Exhibit integrity and ethical behavior in all interactions with clients
- Use digital tools to enhance clients' confidence and banking experience
Requirements
- At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, relationship building, and partnership integration
- Proven ability to provide goals-based financial planning and advice
- A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses
Preferred Qualifications
- Certified Financial Planner (CFP®) certification
- Bachelor's degree
Skills
Ability to educate clients on investment technology and channels, and to embrace digital innovations to improve client engagement and satisfaction.
Benefits
Comprehensive health care coverage, on-site wellness centers, retirement savings plans, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.
Pay
Base salary determined based on role, experience, skill set, and location. Commission-based pay and/or discretionary incentive compensation may also be available.
Schedule
Flexible work schedule to accommodate client needs and personal commitments.