J.P. Morgan Wealth Management – Private Client Advisor - Chicago, IL (Portage Park)

Private Client Advisor within Chase Wealth Management located in Chicago, IL. Responsible for building a book of business and delivering personalized investment solutions to clients, leveraging relationship-building skills and leadership to drive client acquisitions and ongoing advisory services. Will educate clients on technology and digital channels to monitor and manage investments, provide a holistic view of clients’ financial needs beyond investments, and maintain high standards of integrity while partnering with referral channels. Requires demonstrated client-relationship success in financial services, and active Series 7 and Series 66 (or 63/65) licenses, plus Life/Health/LTC licenses; CFP preferred; Bachelor's degree preferred.