J.P. Morgan Wealth Management - Private Client Advisor - Michigan Avenue Financial Center, Chicago, IL

JPMorganChase • Chicago, IL

19h • Onsite

About The Position

As a Private Client Advisor in Chase Wealth Management at J.P. Morgan Chase, you will offer comprehensive financial planning and advice to individuals and families, supporting clients ranging from those just starting to save to those with significant wealth. The role involves representing the brand, interacting with clients to provide investment solutions, and delivering an exceptional investor experience through advised solutions and Chase partner referrals. J.P. Morgan Chase is committed to helping clients, taking care of employees, building relationships, and delivering extraordinary customer service, with a strong focus on diversity and inclusion. You will utilize a broad investment product and thought leadership platform along with cutting-edge digital technology.

Requirements

• 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
• A valid and active Series 66 (63/65) license is required 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 is required or must be obtained within 60 days of starting in the role as a condition of employment

Nice To Haves

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

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills, with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees