J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago, IL

JPMorganChase • Chicago, IL

15h

About The Position

As a Personal Advisor in J.P. Morgan Wealth Management’s National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through scheduled video or phone appointments, build personalized financial plans, and match clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer. You will also advise existing clients as needed, helping them navigate changing financial and life priorities. Personal Advisors work in a team-based office environment to support the full book of clients.

Requirements

• Valid and active Series 7 license.
• Valid and active Series 66 license (or Series 63/65), or ability to obtain the license within 60 days of starting in the role as a condition of employment.
• Must be licensed in all states.

Nice To Haves

• At least 3 years of relevant financial services or brokerage experience, with a focus on financial planning.
• Bachelor’s degree.
• Certified Financial Planner (CFP) designation.

Responsibilities

• Use knowledge of investments, wealth planning, credit, and banking concepts to help clients achieve their financial goals.
• Convert high-quality leads into new clients and help maintain those relationships.
• Use a solution-oriented mindset to work toward the best possible outcomes for clients.
• Ensure proposed solutions meet clients’ short-, medium-, and long-term needs and objectives through holistic, goals-based planning.
• Apply strong organizational skills and a disciplined, organized approach throughout the day.
• Educate clients about digital products that can help them monitor, maintain, and achieve their financial goals.
• Meet with clients primarily through scheduled video or phone appointments.
• Build personalized financial plans and match clients with investment portfolios designed and managed by J.P. Morgan’s Chief Investment Officer.
• Provide advice to existing clients as their financial and life priorities change.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed