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JPMorgan Chase4 months ago

J.P. Morgan Wealth Management - Private Client Advisor - Skokie, IL

On-site · Skokie, Illinois, United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking

Job Summary

Private Client Advisor in JPMorgan Chase Wealth Management who builds and manages a book of business by delivering personalized investment solutions, financial planning, and holistic client service. Responsibilities include client relationship management, educating clients on digital channels and technology, leveraging leadership and partner referrals, and maintaining integrity while delivering investment advice. Requires a minimum of 2 years in financial advisory experience, Series 7 and Series 66 licenses (or to be obtained within 60 days), and Life, Health and Long Term Care licenses (or to be obtained within 60 days). Preferred qualifications include CFP certification and a Bachelor's degree.

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JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Skokie, IL

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