J.P. Morgan Wealth Management - Private Client Advisor - Oak Lawn, IL
On-site · Oak Lawn, Illinois, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families as part of Chase Wealth Management; build a book of business, deliver personalized investment solutions, and guide clients through goals-based planning while leveraging leadership, relationship-building, and digital channels to enable clients to monitor and manage investments. Emphasizes integrity, client education on technology and channels, and a holistic view of clients' needs beyond investments; requires active Series 7/66 licenses and Life/Health/LTC licenses within 60 days, with CFP preferred and Bachelor's degree preferred. Location-based in Oak Lawn, IL; in-person client engagement; not FDIC insured; investment products offered via JPMS.
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
- 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 as a condition of employment
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