J.P. Morgan Wealth Management - Private Client Advisor - Lake Forest, IL
On-site · Lake Forest, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management delivering comprehensive financial planning and investment solutions to individuals and families. Build a book of business and deliver personalized investment solutions through relationship management and client referrals, while educating clients on technology and digital channels to monitor and manage their investments. Emphasizes integrity, fiduciary-driven guidance, and collaboration with partners to deepen client relationships and provide holistic financial coaching beyond investments.
Required Qualifications
- A valid and active Series 7 license
- A valid and active Series 66 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition and relationship management
- Bachelor’s degree preferred
- Certified Financial Planning (CFP) certification preferred
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