J.P. Morgan Wealth Management - Private Client Advisor - Skokie, 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.

Job Responsibilities

• Support team members and foster a diverse workplace culture
• Build and manage a client portfolio, providing personalized investment advice
• Stay informed about financial markets and make sound business decisions
• Show integrity and ethical behavior in all client interactions
• Offer financial coaching and education to enhance client knowledge and confidence
• Adopt and utilize digital tools to improve client engagement and satisfaction

Required Qualifications, Capabilities, And Skills

• At least 2 years of experience in a Financial Advisor role or equivalent financial services experience
• Proven track record in client acquisition, relationship building, and partnership integration
• Strong background in goals-based planning and advice
• A valid and active Series 7, Series 66 (63/65), and Life, Health, and Long-Term Care Insurance licenses

Preferred Qualifications, Capabilities, And Skills

• Preferred CFP® certification
• Bachelor's degree

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

Full-time position.