J.P. Morgan Wealth Management - Private Client Advisor - Evanston, IL
On-site · Evanston, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management to build a book of business and deliver personalized investment solutions. Provide comprehensive financial planning and advice to individuals and families, leveraging leadership and relationship-building skills, and educating clients on technology-enabled channels to monitor and manage investments. Collaborate with partners to deepen client relationships, maintain integrity, and embrace digital innovations to support clients banking where and how they want.
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 (63/65) license or must be obtained within 60 days of starting in the role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
- Bachelor’s degree (preferred)
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