J.P. Morgan Wealth Management - Private Client Advisor in Licensing - Vernon Hills
About The Position
As a Private Client Advisor in J.P. Morgan Wealth Management, 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. You will provide an exceptional investor experience by offering advised solutions and Chase partner referrals to deepen client relationships. The role emphasizes relationship management rather than portfolio management and involves building a book of business, delivering personalized investment solutions, and helping clients understand and use digital tools and channels. Unlicensed candidates or candidates without a Series 7 will hold the Financial Advisor in Licensing title until they obtain the required licenses within the required timeframe.
Requirements
- At least 1 year in a Banker role or equivalent experience in financial services.
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
- A valid and active Series 7 and Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment.
Nice To Haves
- Bachelor’s degree preferred.
Responsibilities
- Champion and support teammates’ success and the goals of the bank while fostering a culture of diversity.
- Build a book of business and deliver personalized investment solutions, focusing consistently on relationship management rather than portfolio management.
- Demonstrate understanding of financial markets and sound business judgment.
- Act with integrity and do what is right for clients.
- Educate clients on available technology and channels to help them monitor, maintain, and manage their investments.
- Provide a holistic view of clients’ needs and financial coaching beyond investments.
- Embrace digital innovations and help clients become more digitally confident so they can bank when, where, and how they want.
- Offer comprehensive financial planning and advice to individuals and families, and provide advised solutions and Chase partner referrals to deepen client relationships.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
