J.P. Morgan Wealth Management - Private Client Advisor - Lakeview, Chicago, IL
On-site · Chicago, Illinois, United States
Job Summary
Private Client Advisor within Chase Wealth Management delivering comprehensive financial planning and investment solutions to individuals and families. Build a book of business, rely on relationship-building and leadership to deliver personalized investment solutions, and provide holistic financial coaching beyond investments. Embrace digital innovations to help clients monitor and manage their finances, and leverage Chase partner referrals to deepen client relationships. Requirements include Series 7 and Series 66 licenses (or obtain within 60 days), Life/Health/Long Term Care Insurance license (or obtain within 60 days), and a Bachelor's degree is preferred. Preferred CFP certification. The role emphasizes client acquisition, ongoing relationship management, and a strong understanding of financial markets, with integrity and a focus on delivering an exceptional investor experience.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- 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
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role
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