J.P. Morgan Wealth Management Private Client Advisor - Lakeshore North

JPMorgan Chase • Evanston, IL

390d

About The Position

As a Private Client Advisor at J.P. Morgan Wealth Management, you will play a crucial role in providing comprehensive financial planning and investment advice to a diverse range of clients. Your primary focus will be on building strong relationships and delivering personalized investment solutions, while leveraging cutting-edge digital technology to enhance client interactions. This position emphasizes a commitment to diversity and inclusion, as well as a dedication to exceptional customer service.

Requirements

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license is required.
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting.
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting.

Nice To Haves

• Certified Financial Planning (CFP®) certification is preferred.
• Bachelor's degree preferred.

Responsibilities

• Champion and support teammates' success and the goals of the bank, fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to clients through relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgment.
• Exhibit unwavering integrity in client interactions, ensuring the best outcomes for clients.
• Educate clients on available technology and channels to manage their investments effectively.
• Provide a holistic view of clients' needs and offer financial coaching beyond investments.
• Embrace digital innovations to enhance client confidence and accessibility.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree