J.P. Morgan Wealth Management - Private Client Advisor - Fox Lake, McHenry, Wauconda, IL
On-site · Fox Lake, Illinois, United States
Fox Lake, Illinois, United StatesOn-siteFull TimeMid LevelLicense Or CertificationInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise
Industry
Investment Banking
Job Summary
Champions client relationships and delivers comprehensive financial planning and investment solutions to individuals and families, leveraging digital channels and partner referrals to deepen client engagement while upholding integrity and a client-first mindset.
Required Qualifications
- 2+ years in a Financial Advisor role or equivalent financial services experience
- Series 7 license
- Series 66 license or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license or must be obtained within 60 days
- Demonstrated success in client acquisition and relationship management
- Ability to goals-based planning and advice
- Bachelor’s degree preferred
- CFP preferred
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