J.P. Morgan Wealth Management - Private Client Advisor - North Wells, Chicago, IL
On-site · Chicago, Illinois, United States
Chicago, Illinois, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families, build a book of business and deliver personalized investment solutions while focusing on relationship management and client education through digital channels; leverage knowledge of financial markets, integrity, and client coaching to meet client needs and drive advisor success.
Required Qualifications
- Series 7 license (active or must be obtained within 60 days)
- Series 66 license (63/65) active or must be obtained within 60 days
- Life, Health and Long Term Care Insurance license (active or must be obtained within 60 days)
Desired Qualifications
- Certified Financial Planner (CFP) certification
- Bachelor's degree preferred
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.