J.P. Morgan Wealth Management – Private Client Advisor - Fairview Heights, IL
On-site · Fairview Heights, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to clients and families, relying on leadership and relationship-building skills with a focus on relationship management. The role emphasizes understanding financial markets, applying sound business judgment, educating clients on technology and digital channels, and providing holistic financial coaching beyond investments while leveraging referrals to deepen client relationships.
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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