J.P. Morgan Wealth Management - Private Client Advisor - Winnetka, IL
On-site · Winnetka, Illinois, United States
Job Summary
Private Client Advisor in Chase Wealth Management responsible for building a book of business and delivering personalized investment solutions to individuals and families. Role emphasizes relationship management, client education on technology and channels, and holistic financial coaching beyond investments, leveraging deep knowledge of financial markets and sound business judgment. Requires engaging with clients to meet financial needs, maintaining integrity, and embracing digital innovations to support client access and digital confidence in banking.
Required Qualifications
- Active Series 7 license
- Active Series 66 license or obtain within 60 days of starting
- Active Life, Health and Long Term Care Insurance license or obtain within 60 days of starting
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