J.P. Morgan Wealth Management – Private Client Advisor - Naperville / Aurora, IL (area)
On-site · Naperville, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management to help individuals and families with comprehensive financial planning and investment solutions. Build a book of business, deliver personalized investment solutions, leverage leadership and relationship-building skills, educate clients on digital channels, and collaborate with partners. Requires Series 7 and Series 66 licenses (or obtain within 60 days) and Life/Health/LTC insurance licenses (or obtain within 60 days); focus on client acquisition, relationship management, and goals-based planning; operate in Naperville/Aurora, IL area.
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 (63/65) license 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
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