J.P. Morgan Wealth Management – Private Client Advisor - Central Illinois
On-site · Springfield, Illinois, United States
Job Summary
Private Client Advisor at J.P. Morgan Chase Wealth Management in Springfield, IL, focused on building a book of business and delivering personalized investment solutions and comprehensive financial planning to individuals and families. You will rely on leadership and relationship-building to deepen client relationships, educate clients on technology and channels for monitoring and managing investments, and collaborate with partners to provide clients with holistic financial coaching beyond investments. The role requires proven client acquisition and relationship-management skills, and licenses including Series 7, Series 66 (or as required within 60 days), and Life/Health/LTC insurance licenses (as required within 60 days). Preferred CFP certification and a bachelor’s degree. Emphasizes a client-centric, ethical approach, with awareness of investment risks and disclosures.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license
- A valid and active Series 66 license 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred (not required)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.