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 to provide comprehensive financial planning and advice to individuals and families. You will build a book of business, deliver personalized investment solutions, leverage leadership and relationship-building skills, and educate clients on technology and digital channels to monitor and manage their investments. The role emphasizes relationship management, onboarding new clients, collaborating with partners, and delivering an holistic view of clients’ financial needs.
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 license
- A valid and active Series 66 license (63/65) 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 or must be obtained within 60 days of starting in the role as a condition of employment
- Bachelor’s degree preferred
- CFP certification preferred
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