J.P. Morgan Wealth Management - Private Client Advisor - Andersonville, Chicago, IL
On-site · Chicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull TimeMid LevelNo RequirementInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
No Requirement
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chicago leads relationship-building and delivers personalized investment solutions to clients within Chase Wealth Management, leveraging deep financial markets knowledge, integrity, and digital tools to enhance the investor experience; requires active Series 7 and Series 66 licenses (or obtain within 60 days) and Life/Health/LTC licenses, with a minimum of 2 years financial advisory experience and strong client-relationship and goals-based planning skills.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
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