J.P. Morgan Wealth Management - Private Client Advisor - Lincoln Park, Chicago, IL
On-site · Chicago, Illinois, United States
Job Summary
Private Client Advisor in JPMorgan Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to clients and families. Role emphasizes relationship management, financial planning, and education of clients on technology and channels to monitor investments; requires demonstrated client acquisition and ability to collaborate with partners, deep understanding of financial markets and sound business judgement, and unwavering integrity. Licensing requirements include Series 7, Series 66 (63/65), and Life/Health/LTC insurance licenses (to be obtained within 60 days). Preferred CFP certification and Bachelor's degree. Location is Chicago, IL. Emphasis on digital innovations and providing holistic financial coaching beyond investments.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role
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