J.P. Morgan Wealth Management - Private Client Advisor - Wheaton, IL( Wheaton South)

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 book, providing personalized investment advice and solutions
• Apply financial market knowledge and sound judgment to client interactions
• Show integrity and ethical behavior in all client dealings
• Offer financial coaching and education to enhance client investment management
• 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 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, Capabilities, And Skills

• Preferred CFP® certification
• Bachelor's degree preferred

Pay

The compensation structure includes base salary, commission-based pay, and discretionary incentive compensation.

Schedule

Hours are flexible to accommodate client needs and personal commitments.