J.P. Morgan Wealth Management – Private Client Advisor - Chicago Cook County Northwest, IL
On-site · Chicago, Illinois, United States
Job Summary
Provide comprehensive financial planning and investment guidance to individuals and families as a Private Client Advisor in Chase Wealth Management. Build a book of business and deliver personalized investment solutions by leveraging relationship-building skills, leadership, and knowledge of financial markets. Educate clients on technology and channels to monitor and manage investments, maintain the client relationship with integrity, and collaborate with partners to deliver a holistic client experience.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7 license is required
- 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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