J.P. Morgan Wealth Management – Private Client Advisor - Warrenville, IL
On-site · Warrenville, Illinois, United States
Job Summary
As a Private Client Advisor in Chase Wealth Management, you will build and manage a book of business by delivering personalized investment solutions and comprehensive financial planning to individuals and families. You will rely on relationship-building skills to cultivate client relationships, educate clients on the use of technology and channels to monitor and manage investments, and collaborate with partners to deepen client engagement. You will demonstrate a deep understanding of financial markets, integrity, and a client-centric approach while providing holistic financial coaching beyond investments and embracing digital innovations to help clients bank how they want.
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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