J.P. Morgan Wealth Management – Private Client Advisor - Oak Park, IL (Oak Park Lake)
On-site · Oak Park, Illinois, United States
Job Summary
Provide comprehensive financial planning and investment advice to individuals and families within Chase Wealth Management. Build a book of business and deliver personalized investment solutions through leadership and relationship-building, focusing on relationship management rather than portfolio management. Demonstrate deep understanding of financial markets and sound business judgement, maintain uncompromising integrity, and educate clients on technology and digital channels to monitor and manage investments. Embrace digital innovations to enable clients to bank when, where, and how they want, and offer holistic financial coaching beyond investments.
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 license (63/65) or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
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