J.P. Morgan Wealth Management - Private Client Advisor - Lake Zurich, IL

Private Client Advisor role in JPMorgan Chase's Chase Wealth Management based in Lake Zurich, IL. Build a book of business and deliver personalized investment solutions to clients using relationship-building skills, goals-based planning, and an emphasis on digital technologies to enhance clients' investment experience. Responsibilities include educating clients on available digital channels, maintaining holistic client needs perspectives, and collaborating with partners to deepen client relationships. Requires strong client acquisition and relationship-management capabilities, and an active Series 7 with Series 66 or ability to obtain within 60 days, plus Life, Health and LTC insurance licensing (or ability to obtain within 60 days). Preferred CFP designation and Bachelor's degree.